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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,792 | $45,863-59.0% | $77,024-75.6% | $68,494-72.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 1.74% | 1.72%0pp | 42.32%-40.6pp | -7.84%+9.6pp |
| Employer contribution / active EE | $1,906 | $1,650+15.5% | $2,812-32.2% | $2,596-26.6% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $977 | $3,041-67.9% | $5,425-82.0% | $5,403-81.9% |