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 | $8,133 | $64,707-87.4% | $112,228-92.8% | $68,494-88.1% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -20.09% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,620 | $3,565-26.5% | $4,728-44.6% | $4,027-34.9% |
| Admin fee / account holder | $778 | $5,232-85.1% | $6,410-87.9% | $5,403-85.6% |