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 | $26,688 | $81,208-67.1% | $98,907-73.0% | $79,858-66.6% |
| Participation rate | 58.6% | 72.5%-13.9pp | 76.0%-17.4pp | 69.6%-11.0pp |
| Annual return | 9.37% | 60.99%-51.6pp | 196.43%-187.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $703 | $1,960-64.1% | $2,689-73.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,663 | $3,265-49.1% | $4,244-60.8% | $3,740-55.5% |
| Admin fee / account holder | $1,575 | $6,013-73.8% | $6,642-76.3% | $5,306-70.3% |