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 | $12,789 | $52,836-75.8% | $105,738-87.9% | $64,186-80.1% |
| Participation rate | 58.6% | 66.5%-7.9pp | 76.3%-17.7pp | 69.6%-10.9pp |
| Annual return | -8.91% | 14.30%-23.2pp | 6.27%-15.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,408 | $1,827-22.9% | $3,268-56.9% | $2,381-40.9% |
| Participant deferral / active EE | $1,410 | $2,545-44.6% | $4,080-65.4% | $3,470-59.3% |
| Admin fee / account holder | $650 | $3,959-83.6% | $6,913-90.6% | $4,888-86.7% |