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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,318 | $165,335-88.9% | $149,696-87.8% | $158,922-88.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.99% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,646 | $5,103-67.7% | $4,644-64.6% | $4,761-65.4% |
| Participant deferral / active EE | $3,174 | $7,181-55.8% | $6,842-53.6% | $5,982-47.0% |
| Admin fee / account holder | $754 | $10,807-93.0% | $9,309-91.9% | $11,246-93.3% |