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 | $8,057 | $114,237-92.9% | $119,258-93.2% | $167,490-95.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.1pp | 82.1%-15.4pp |
| Annual return | 8.32% | 29.87%-21.5pp | 30.69%-22.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,673 | $6,084-56.1% | $6,111-56.3% | $6,341-57.9% |
| Admin fee / account holder | $1,654 | $8,932-81.5% | $7,226-77.1% | $12,309-86.6% |