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 6-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 | $24,095 | $72,492-66.8% | $87,100-72.3% | $72,985-67.0% |
| Participation rate | 41.0% | 72.8%-31.8pp | 76.9%-35.9pp | 69.5%-28.5pp |
| Annual return | 15.77% | 24.46%-8.7pp | 28.19%-12.4pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,105 | $1,894-41.6% | $2,521-56.2% | $2,440-54.7% |
| Participant deferral / active EE | $1,908 | $3,270-41.7% | $4,049-52.9% | $3,607-47.1% |
| Admin fee / account holder | $393 | $5,055-92.2% | $7,497-94.8% | $5,124-92.3% |