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 9-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 | $110,050 | $116,175-5.3% | $93,606+17.6% | $152,861-28.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -0.50% | 35.96%-36.5pp | 32.76%-33.3pp | 345.32%-345.8pp |
| Employer contribution / active EE | $6,667 | $3,218+107.2% | $2,718+145.3% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,457 | $10,748-21.3% | $7,888+7.2% | $11,596-27.1% |