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 | $8,526 | $60,124-85.8% | $90,404-90.6% | $79,858-89.3% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.6pp |
| Annual return | 6.30% | 71.94%-65.6pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $691 | $2,068-66.6% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $1,126 | $2,938-61.7% | $3,963-71.6% | $3,740-69.9% |
| Admin fee / account holder | $1,046 | $3,976-73.7% | $5,611-81.4% | $5,306-80.3% |