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 5-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 | $14,287 | $59,805-76.1% | $79,550-82.0% | $68,494-79.1% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.5%-20.2pp | 67.9%-18.6pp |
| Annual return | -21.33% | -12.30%-9.0pp | 0.16%-21.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,457 | $1,505-3.2% | $2,413-39.6% | $2,596-43.9% |
| Participant deferral / active EE | $3,510 | $3,024+16.1% | $3,985-11.9% | $4,027-12.8% |
| Admin fee / account holder | $2,163 | $4,835-55.3% | $6,832-68.3% | $5,403-60.0% |