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 10-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 | $13,368 | $78,422-83.0% | $95,952-86.1% | $79,858-83.3% |
| Participation rate | 55.3% | 73.5%-18.2pp | 77.1%-21.8pp | 69.6%-14.4pp |
| Annual return | 8.84% | 19.37%-10.5pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,116 | $3,440-9.4% | $4,167-25.2% | $3,740-16.7% |
| Admin fee / account holder | $477 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |