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 | $23,149 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -19.38% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,305 | $2,173+6.1% | $2,836-18.8% | $2,596-11.2% |
| Participant deferral / active EE | $4,154 | $3,779+9.9% | $4,656-10.8% | $4,027+3.1% |
| Admin fee / account holder | $5,429 | $6,112-11.2% | $7,493-27.5% | $5,403+0.5% |