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 | $25,408 | $94,529-73.1% | $140,016-81.9% | $64,186-60.4% |
| Participation rate | 46.7% | 84.1%-37.4pp | 87.5%-40.8pp | 69.6%-22.9pp |
| Annual return | -9.90% | 7.77%-17.7pp | 651.12%-661.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,586 | $3,812-58.4% | $5,606-71.7% | $2,381-33.4% |
| Participant deferral / active EE | $2,821 | $5,250-46.3% | $6,927-59.3% | $3,470-18.7% |
| Admin fee / account holder | $2,247 | $6,741-66.7% | $10,705-79.0% | $4,888-54.0% |