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 | $32,804 | $96,484-66.0% | $156,263-79.0% | $74,304-55.9% |
| Participation rate | 51.4% | 67.7%-16.2pp | 78.9%-27.5pp | 60.3%-8.9pp |
| Annual return | 6.46% | 17.73%-11.3pp | 59.47%-53.0pp | 29.43%-23.0pp |
| Employer contribution / active EE | $995 | $2,528-60.7% | $4,333-77.0% | $2,241-55.6% |
| Participant deferral / active EE | $2,753 | $4,286-35.8% | $6,158-55.3% | $3,767-26.9% |
| Admin fee / account holder | $7,218 | $3,728+93.6% | $14,255-49.4% | $2,969+143.1% |