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 5-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 | $8,816 | $51,576-82.9% | $129,207-93.2% | $80,856-89.1% |
| Participation rate | 36.0% | 57.0%-21.0pp | 69.6%-33.6pp | 67.6%-31.6pp |
| Annual return | 13.94% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $677 | $1,584-57.2% | $4,153-83.7% | $2,755-75.4% |
| Participant deferral / active EE | $1,272 | $2,669-52.4% | $4,168-69.5% | $4,296-70.4% |
| Admin fee / account holder | $1,109 | $4,305-74.2% | $7,715-85.6% | $6,918-84.0% |