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 8-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 | $12,519 | $138,044-90.9% | $125,339-90.0% | $134,475-90.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -11.51% | 750.33%-761.8pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,524 | $5,243-51.9% | $4,814-47.6% | $4,740-46.7% |
| Participant deferral / active EE | $3,786 | $7,799-51.5% | $7,446-49.2% | $6,400-40.8% |
| Admin fee / account holder | $13,286 | $11,571+14.8% | $10,010+32.7% | $11,426+16.3% |