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 | $14,618 | $50,199-70.9% | $70,092-79.1% | $66,914-78.2% |
| Participation rate | 45.5% | 66.3%-20.9pp | 70.5%-25.0pp | 69.8%-24.3pp |
| Annual return | -18.20% | -13.85%-4.4pp | 190.73%-208.9pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,000 | $1,864-46.4% | $2,559-60.9% | $2,544-60.7% |
| Participant deferral / active EE | $1,872 | $3,112-39.8% | $3,849-51.4% | $4,237-55.8% |
| Admin fee / account holder | $2,751 | $600+358.7% | $6,267-56.1% | $593+363.7% |