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.
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 | $40,587 | $46,553-12.8% | $64,056-36.6% | $75,163-46.0% |
| Participation rate | 71.9% | 65.9%+5.9pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 1.68% | 26.03%-24.4pp | 33.69%-32.0pp | 160.62%-158.9pp |
| Employer contribution / active EE | $674 | $1,974-65.9% | $2,747-75.5% | $2,670-74.8% |
| Participant deferral / active EE | $3,895 | $2,837+37.3% | $3,880+0.4% | $4,125-5.6% |
| Admin fee / account holder | $424 | $2,952-85.6% | $3,068-86.2% | $5,651-92.5% |