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.)
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 | $27,038 | $81,208-66.7% | $98,907-72.7% | $79,858-66.1% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 0.63% | 60.99%-60.4pp | 196.43%-195.8pp | 31.71%-31.1pp |
| Employer contribution / active EE | $816 | $1,960-58.4% | $2,689-69.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,944 | $3,265-40.5% | $4,244-54.2% | $3,740-48.0% |
| Admin fee / account holder | $624 | $6,013-89.6% | $6,642-90.6% | $5,306-88.2% |