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 5-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.)
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 | $10,950 | $79,633-86.2% | $93,789-88.3% | $68,494-84.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -18.65% | -0.10%-18.6pp | -11.33%-7.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,691 | $3,665-26.6% | $4,323-37.8% | $2,596+3.6% |
| Participant deferral / active EE | $3,662 | $5,158-29.0% | $6,094-39.9% | $4,027-9.1% |
| Admin fee / account holder | $436 | $6,871-93.6% | $7,195-93.9% | $5,403-91.9% |