See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,254 | $210,648-95.1% | $177,989-94.2% | $145,922-93.0% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.03% | 385.86%-372.8pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $651 | $4,565-85.7% | $3,949-83.5% | $4,660-86.0% |
| Participant deferral / active EE | $2,250 | $6,958-67.7% | $6,276-64.2% | $6,688-66.4% |
| Admin fee / account holder | $4,060 | $12,013-66.2% | $10,363-60.8% | $13,397-69.7% |