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.)
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 | $6,299 | $109,817-94.3% | $98,442-93.6% | $167,490-96.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 8.21% | 1956.69%-1948.5pp | 1492.73%-1484.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,171 | $3,224-63.7% | $2,960-60.4% | $4,837-75.8% |
| Participant deferral / active EE | $1,897 | $4,673-59.4% | $4,276-55.6% | $6,341-70.1% |
| Admin fee / account holder | $1,653 | $6,753-75.5% | $5,949-72.2% | $12,309-86.6% |