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 | $13,021 | $211,958-93.9% | $169,463-92.3% | $135,375-90.4% |
| Participation rate | 44.4% | 82.6%-38.2pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | 12.80% | 3.26%+9.5pp | 1.83%+11.0pp | 519.73%-506.9pp |
| Employer contribution / active EE | $3,741 | $5,120-26.9% | $4,159-10.1% | $4,779-21.7% |
| Participant deferral / active EE | $2,196 | $6,075-63.9% | $5,277-58.4% | $5,609-60.8% |
| Admin fee / account holder | $1,332 | $11,471-88.4% | $9,109-85.4% | $10,827-87.7% |