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 | $102,881 | $202,318-49.1% | $172,739-40.4% | $152,861-32.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -4.70% | 1029.65%-1034.3pp | 802.84%-807.5pp | 345.32%-350.0pp |
| Employer contribution / active EE | $1,245 | $5,856-78.7% | $5,143-75.8% | $4,762-73.9% |
| Participant deferral / active EE | $5,438 | $5,948-8.6% | $5,198+4.6% | $5,850-7.0% |
| Admin fee / account holder | $1,350 | $17,109-92.1% | $13,954-90.3% | $11,596-88.4% |