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 8-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 | $8,742 | $50,958-82.8% | $74,550-88.3% | $64,186-86.4% |
| Participation rate | 31.4% | 61.1%-29.7pp | 69.1%-37.8pp | 69.6%-38.2pp |
| Annual return | -33.94% | -1.86%-32.1pp | 32.53%-66.5pp | 7.63%-41.6pp |
| Employer contribution / active EE | $251 | $1,115-77.5% | $1,961-87.2% | $2,381-89.4% |
| Participant deferral / active EE | $2,243 | $2,301-2.6% | $3,108-27.8% | $3,470-35.4% |
| Admin fee / account holder | $610 | $4,223-85.5% | $5,060-87.9% | $4,888-87.5% |