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 5-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 | $5,477 | $73,867-92.6% | $143,757-96.2% | $68,494-92.0% |
| Participation rate | 30.9% | 66.7%-35.7pp | 80.3%-49.4pp | 67.9%-37.0pp |
| Annual return | -42.49% | 1.01%-43.5pp | -0.04%-42.5pp | -7.84%-34.7pp |
| Employer contribution / active EE | $640 | $3,184-79.9% | $4,951-87.1% | $2,596-75.3% |
| Participant deferral / active EE | $1,463 | $3,384-56.8% | $5,637-74.0% | $4,027-63.7% |
| Admin fee / account holder | $2,164 | $5,755-62.4% | $14,673-85.2% | $5,403-59.9% |