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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,631 | $99,877-16.3% | $84,966-1.6% | $145,922-42.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.11% | 83.76%-76.7pp | 66.38%-59.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | -$2 | $3,231-100.1% | $2,727-100.1% | $4,660-100.0% |
| Participant deferral / active EE | $3,441 | $5,291-35.0% | $4,519-23.9% | $6,688-48.5% |
| Admin fee / account holder | $45,828 | $7,248+532.3% | $6,149+645.3% | $13,397+242.1% |