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 | $4,883 | $37,426-87.0% | $77,482-93.7% | $79,858-93.9% |
| Participation rate | 51.7% | 41.5%+10.2pp | 54.2%-2.5pp | 69.6%-17.9pp |
| Annual return | 4.59% | 39.70%-35.1pp | 54.79%-50.2pp | 31.71%-27.1pp |
| Employer contribution / active EE | $674 | $637+5.9% | $986-31.7% | $2,471-72.7% |
| Participant deferral / active EE | $1,913 | $1,260+51.8% | $1,861+2.8% | $3,740-48.9% |
| Admin fee / account holder | $4,007 | $2,504+60.0% | $2,858+40.2% | $5,306-24.5% |