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 9-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.
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 | $37,576 | $70,756-46.9% | $65,493-42.6% | $142,382-73.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.59% | 1754.89%-1745.3pp | 982.45%-972.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,083 | $2,881-62.4% | $2,574-57.9% | $4,299-74.8% |
| Participant deferral / active EE | $4,972 | $4,637+7.2% | $3,961+25.5% | $6,507-23.6% |
| Admin fee / account holder | $10,475 | $6,559+59.7% | $5,028+108.3% | $12,624-17.0% |