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 | $19,255 | $67,984-71.7% | $65,493-70.6% | $74,304-74.1% |
| Participation rate | 37.8% | 66.3%-28.6pp | 73.1%-35.3pp | 60.3%-22.6pp |
| Annual return | 22.12% | 19.87%+2.3pp | 982.45%-960.3pp | 29.43%-7.3pp |
| Employer contribution / active EE | $880 | $2,491-64.7% | $2,574-65.8% | $2,241-60.7% |
| Participant deferral / active EE | $1,559 | $3,346-53.4% | $3,961-60.6% | $3,767-58.6% |
| Admin fee / account holder | $851 | $1,373-38.0% | $5,028-83.1% | $2,969-71.3% |