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 | $5,425 | $32,117-83.1% | $71,086-92.4% | $64,186-91.5% |
| Participation rate | 42.3% | 42.7%-0.4pp | 54.7%-12.3pp | 69.6%-27.3pp |
| Annual return | -26.54% | -5.57%-21.0pp | 650.59%-677.1pp | 7.63%-34.2pp |
| Employer contribution / active EE | $640 | $712-10.2% | $1,088-41.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,227 | $1,263-2.8% | $1,874-34.5% | $3,470-64.6% |
| Admin fee / account holder | $310 | $2,759-88.8% | $3,082-89.9% | $4,888-93.7% |