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 | $18,859 | $61,660-69.4% | $80,019-76.4% | $64,186-70.6% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -9.21% | -0.33%-8.9pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,294 | $1,810-28.5% | $2,468-47.6% | $2,381-45.7% |
| Participant deferral / active EE | $2,612 | $2,968-12.0% | $3,686-29.1% | $3,470-24.7% |
| Admin fee / account holder | $477 | $5,417-91.2% | $6,521-92.7% | $4,888-90.2% |