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 | $1,593 | $27,915-94.3% | $58,482-97.3% | $75,163-97.9% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 64.66% | 44.20%+20.5pp | 4239.32%-4174.7pp | 160.62%-96.0pp |
| Employer contribution / active EE | $274 | $669-59.0% | $1,053-74.0% | $2,670-89.7% |
| Participant deferral / active EE | $339 | $1,201-71.8% | $1,924-82.4% | $4,125-91.8% |
| Admin fee / account holder | $696 | $1,726-59.7% | $2,516-72.4% | $5,651-87.7% |