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 3-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 | $17,975 | $93,170-80.7% | $100,534-82.1% | $84,808-78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 8.56% | 47.13%-38.6pp | 32.66%-24.1pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,101 | $3,985-47.3% | $4,346-51.7% | $2,631-20.1% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $530 | $7,382-92.8% | $7,654-93.1% | $7,344-92.8% |