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 7-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 | $5,319 | $110,257-95.2% | $96,544-94.5% | $139,434-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.86% | 26.32%-21.5pp | 25.84%-21.0pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,023 | $3,620-44.1% | $2,965-31.8% | $4,751-57.4% |
| Participant deferral / active EE | $7,170 | $5,548+29.2% | $4,851+47.8% | $6,710+6.9% |
| Admin fee / account holder | $27,249 | $11,591+135.1% | $8,252+230.2% | $11,403+139.0% |