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 8-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 | $6,305 | $109,817-94.3% | $98,442-93.6% | $167,490-96.2% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 1.54% | 1956.69%-1955.2pp | 1492.73%-1491.2pp | 478.56%-477.0pp |
| Employer contribution / active EE | $967 | $3,224-70.0% | $2,960-67.3% | $4,837-80.0% |
| Participant deferral / active EE | $1,871 | $4,673-60.0% | $4,276-56.2% | $6,341-70.5% |
| Admin fee / account holder | $474 | $6,753-93.0% | $5,949-92.0% | $12,309-96.2% |