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.
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 | $7,896 | $57,281-86.2% | $86,612-90.9% | $75,163-89.5% |
| Participation rate | 88.5% | 63.2%+25.3pp | 71.7%+16.8pp | 67.2%+21.3pp |
| Annual return | 0.48% | 2670.75%-2670.3pp | 591.07%-590.6pp | 160.62%-160.1pp |
| Employer contribution / active EE | $1,284 | $2,314-44.5% | $3,022-57.5% | $2,670-51.9% |
| Participant deferral / active EE | $986 | $3,318-70.3% | $4,438-77.8% | $4,125-76.1% |
| Admin fee / account holder | $1,456 | $4,112-64.6% | $5,614-74.1% | $5,651-74.2% |