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 | $14,524 | $148,534-90.2% | $135,903-89.3% | $139,434-89.6% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 26.68% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,844 | $5,243-64.8% | $4,856-62.0% | $4,751-61.2% |
| Participant deferral / active EE | $4,577 | $8,100-43.5% | $7,758-41.0% | $6,710-31.8% |
| Admin fee / account holder | $1,082 | $12,400-91.3% | $10,762-89.9% | $11,403-90.5% |