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 6-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 | $16,647 | $109,881-84.9% | $150,045-88.9% | $84,808-80.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.45% | 28.25%-17.8pp | 62.55%-52.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,804 | $3,561-49.3% | $4,693-61.6% | $2,631-31.4% |
| Participant deferral / active EE | $4,196 | $6,636-36.8% | $7,997-47.5% | $4,212-0.4% |
| Admin fee / account holder | $1,712 | $8,568-80.0% | $13,435-87.3% | $7,344-76.7% |