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.
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 | $12,679 | $59,805-78.8% | $79,550-84.1% | $68,494-81.5% |
| Participation rate | 86.7% | 61.1%+25.6pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -25.65% | -12.30%-13.4pp | 0.16%-25.8pp | -7.84%-17.8pp |
| Employer contribution / active EE | $968 | $1,505-35.7% | $2,413-59.9% | $2,596-62.7% |
| Participant deferral / active EE | $1,883 | $3,024-37.8% | $3,985-52.8% | $4,027-53.3% |
| Admin fee / account holder | $551 | $4,835-88.6% | $6,832-91.9% | $5,403-89.8% |