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 | $51,890 | $42,383+22.4% | $76,523-32.2% | $64,186-19.2% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | 12.50% | -16.54%+29.0pp | -0.27%+12.8pp | 7.63%+4.9pp |
| Employer contribution / active EE | $2,726 | $1,563+74.4% | $2,647+3.0% | $2,381+14.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,449 | $3,198+101.7% | $4,848+33.0% | $4,888+31.9% |