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 | $13,647 | $54,701-75.1% | $86,188-84.2% | $71,457-80.9% |
| Participation rate | 55.9% | 60.1%-4.2pp | 69.0%-13.1pp | 67.9%-12.0pp |
| Annual return | 13.16% | 20.06%-6.9pp | 1168.45%-1155.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $626 | $1,265-50.5% | $2,380-73.7% | $2,588-75.8% |
| Participant deferral / active EE | $2,302 | $3,108-25.9% | $3,985-42.2% | $4,289-46.3% |
| Admin fee / account holder | $1,428 | $1,922-25.7% | $6,852-79.2% | $1,587-10.0% |