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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,988 | $57,354-80.8% | $83,848-86.9% | $64,186-82.9% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -9.02% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,463 | $2,993+49.1% | $4,082+9.3% | $3,470+28.6% |
| Admin fee / account holder | $729 | $4,046-82.0% | $5,478-86.7% | $4,888-85.1% |