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 6-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 | $12,298 | $64,707-81.0% | $112,228-89.0% | $68,494-82.0% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.1%-13.3pp | 67.9%-6.1pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $998 | $2,746-63.7% | $3,635-72.5% | $2,596-61.6% |
| Participant deferral / active EE | $2,261 | $3,565-36.6% | $4,728-52.2% | $4,027-43.9% |
| Admin fee / account holder | $810 | $5,232-84.5% | $6,410-87.4% | $5,403-85.0% |