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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,370 | $65,685-34.0% | $57,179-24.1% | $273,961-84.2% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 0.06% | 21.99%-21.9pp | 14.59%-14.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,162 | $3,782-69.3% | $3,096-62.5% | $5,287-78.0% |
| Admin fee / account holder | $2,739 | $4,835-43.3% | $3,139-12.7% | $10,132-73.0% |