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.
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 | $38,953 | $138,044-71.8% | $125,339-68.9% | $134,475-71.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.59% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,340 | $5,243-55.4% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $5,225 | $7,799-33.0% | $7,446-29.8% | $6,400-18.4% |
| Admin fee / account holder | $4,360 | $11,571-62.3% | $10,010-56.4% | $11,426-61.8% |