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 | $14,644 | $183,963-92.0% | $162,163-91.0% | $152,861-90.4% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.4%+2.6pp |
| Annual return | 2.37% | 150.76%-148.4pp | 115.59%-113.2pp | 345.32%-342.9pp |
| Employer contribution / active EE | $3,481 | $6,371-45.4% | $5,614-38.0% | $4,762-26.9% |
| Participant deferral / active EE | $5,639 | $8,034-29.8% | $7,298-22.7% | $5,850-3.6% |
| Admin fee / account holder | $32,875 | $13,121+150.5% | $10,843+203.2% | $11,596+183.5% |