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 | $8,274 | $52,580-84.3% | $71,671-88.5% | $70,131-88.2% |
| Participation rate | 37.5% | 60.9%-23.4pp | 68.7%-31.2pp | 69.5%-32.0pp |
| Annual return | 7.73% | 20.25%-12.5pp | 20.65%-12.9pp | 73.14%-65.4pp |
| Employer contribution / active EE | $361 | $1,616-77.7% | $2,460-85.3% | $2,342-84.6% |
| Participant deferral / active EE | $1,561 | $2,386-34.6% | $3,438-54.6% | $3,332-53.1% |
| Admin fee / account holder | $664 | $3,653-81.8% | $5,558-88.0% | $4,645-85.7% |