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 10-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 | $29,508 | $202,318-85.4% | $172,739-82.9% | $152,861-80.7% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 15.68% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,469 | $5,856-74.9% | $5,143-71.4% | $4,762-69.2% |
| Participant deferral / active EE | $3,274 | $5,948-45.0% | $5,198-37.0% | $5,850-44.0% |
| Admin fee / account holder | $762 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |