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 | $8,666 | $46,360-81.3% | $147,614-94.1% | $52,331-83.4% |
| Participation rate | 28.0% | 64.9%-36.9pp | 84.6%-56.6pp | 68.1%-40.1pp |
| Annual return | -3.12% | 1.62%-4.7pp | 61.98%-65.1pp | 4.54%-7.7pp |
| Employer contribution / active EE | $531 | $2,126-75.0% | $5,564-90.5% | $1,882-71.8% |
| Participant deferral / active EE | $1,080 | $2,258-52.1% | $4,895-77.9% | $3,022-64.2% |
| Admin fee / account holder | $2,162 | $766+182.4% | $11,611-81.4% | $592+265.5% |