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 9-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 | $14,212 | $97,757-85.5% | $83,848-83.0% | $135,375-89.5% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -88.24% | 1287.37%-1375.6pp | 850.88%-939.1pp | 519.73%-608.0pp |
| Employer contribution / active EE | $1,604 | $4,222-62.0% | $3,631-55.8% | $4,779-66.4% |
| Participant deferral / active EE | $6,789 | $4,682+45.0% | $4,082+66.3% | $5,609+21.0% |
| Admin fee / account holder | $756 | $6,674-88.7% | $5,478-86.2% | $10,827-93.0% |