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 | $12,759 | $106,890-88.1% | $84,015-84.8% | $152,861-91.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 6.21% | 104.99%-98.8pp | 71.31%-65.1pp | 345.32%-339.1pp |
| Employer contribution / active EE | $908 | $2,734-66.8% | $1,983-54.2% | $4,762-80.9% |
| Participant deferral / active EE | $999 | $4,011-75.1% | $3,239-69.2% | $5,850-82.9% |
| Admin fee / account holder | $1,794 | $8,285-78.4% | $6,101-70.6% | $11,596-84.5% |