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 3-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 | $14,436 | $127,065-88.6% | $113,168-87.2% | $142,382-89.9% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 8.24% | 24.03%-15.8pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,015 | $3,442-41.5% | $2,975-32.3% | $4,299-53.1% |
| Participant deferral / active EE | $4,616 | $5,716-19.2% | $5,107-9.6% | $6,507-29.1% |
| Admin fee / account holder | $7,266 | $15,736-53.8% | $12,068-39.8% | $12,624-42.4% |