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 | $15,159 | $102,317-85.2% | $146,958-89.7% | $80,856-81.3% |
| Participation rate | 66.2% | 75.8%-9.7pp | 82.2%-16.0pp | 67.6%-1.5pp |
| Annual return | 12.94% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,854 | $3,713-50.1% | $4,933-62.4% | $2,755-32.7% |
| Participant deferral / active EE | $2,966 | $6,644-55.4% | $8,070-63.2% | $4,296-31.0% |
| Admin fee / account holder | $1,946 | $7,941-75.5% | $12,998-85.0% | $6,918-71.9% |