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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,644 | $72,404-83.9% | $110,238-89.4% | $64,186-81.9% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.6%-0.5pp |
| Annual return | -8.52% | -6.29%-2.2pp | 314.74%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,159 | $2,282-49.2% | $3,826-69.7% | $2,381-51.3% |
| Participant deferral / active EE | $2,442 | $3,469-29.6% | $4,672-47.7% | $3,470-29.6% |
| Admin fee / account holder | $483 | $5,664-91.5% | $8,547-94.4% | $4,888-90.1% |