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 7-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 | $3,699 | $100,852-96.3% | $90,404-95.9% | $158,922-97.7% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 3.75% | 1724.20%-1720.5pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $283 | $3,689-92.3% | $3,262-91.3% | $4,761-94.1% |
| Participant deferral / active EE | $798 | $4,348-81.6% | $3,963-79.9% | $5,982-86.7% |
| Admin fee / account holder | $1,075 | $6,501-83.5% | $5,611-80.8% | $11,246-90.4% |