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.
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 | $3,302 | $87,540-96.2% | $75,781-95.6% | $125,391-97.4% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -25.54% | 13.48%-39.0pp | 9.68%-35.2pp | 282.22%-307.8pp |
| Employer contribution / active EE | $1,023 | $3,930-74.0% | $3,323-69.2% | $4,866-79.0% |
| Participant deferral / active EE | $1,667 | $4,229-60.6% | $3,651-54.3% | $5,352-68.8% |
| Admin fee / account holder | $470 | $6,502-92.8% | $5,299-91.1% | $9,540-95.1% |