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 | $4,919 | $80,717-93.9% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 69.8% | 66.8%+3.0pp | 78.1%-8.3pp | 68.3%+1.5pp |
| Annual return | 8.95% | 37.96%-29.0pp | 58.88%-49.9pp | 40.90%-32.0pp |
| Employer contribution / active EE | $462 | $2,761-83.3% | $4,305-89.3% | $2,631-82.4% |
| Participant deferral / active EE | $1,354 | $3,303-59.0% | $5,540-75.6% | $4,212-67.9% |
| Admin fee / account holder | $832 | $6,746-87.7% | $14,329-94.2% | $7,344-88.7% |