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 3-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 | $7,739 | $169,032-95.4% | $129,207-94.0% | $145,922-94.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.21% | 14330.11%-14320.9pp | 9417.33%-9408.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $238 | $5,537-95.7% | $4,153-94.3% | $4,660-94.9% |
| Participant deferral / active EE | $575 | $4,987-88.5% | $4,168-86.2% | $6,688-91.4% |
| Admin fee / account holder | $1,569 | $9,954-84.2% | $7,715-79.7% | $13,397-88.3% |