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 4-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 | $39,562 | $138,347-71.4% | $184,203-78.5% | $80,856-51.1% |
| Participation rate | 41.0% | 83.9%-42.8pp | 86.8%-45.8pp | 67.6%-26.6pp |
| Annual return | 22.21% | 20.02%+2.2pp | 28.81%-6.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,782 | $4,850-63.3% | $6,427-72.3% | $2,755-35.3% |
| Participant deferral / active EE | $5,651 | $7,071-20.1% | $9,131-38.1% | $4,296+31.6% |
| Admin fee / account holder | $8,002 | $10,483-23.7% | $13,901-42.4% | $6,918+15.7% |