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 8-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 | $11,885 | $46,297-74.3% | $71,671-83.4% | $62,292-80.9% |
| Participation rate | 26.3% | 60.6%-34.4pp | 68.7%-42.5pp | 69.5%-43.2pp |
| Annual return | 24.58% | 22.32%+2.3pp | 20.65%+3.9pp | 28.90%-4.3pp |
| Employer contribution / active EE | $675 | $1,412-52.2% | $2,460-72.6% | $2,042-67.0% |
| Participant deferral / active EE | $1,386 | $2,235-38.0% | $3,438-59.7% | $3,169-56.3% |
| Admin fee / account holder | $1,711 | $461+271.4% | $5,558-69.2% | $479+256.9% |