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 | $11,308 | $99,020-88.6% | $86,590-86.9% | $147,584-92.3% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 3.43% | 1312.34%-1308.9pp | 964.84%-961.4pp | 578.55%-575.1pp |
| Employer contribution / active EE | $2,703 | $3,132-13.7% | $2,839-4.8% | $4,876-44.6% |
| Participant deferral / active EE | $1,423 | $3,972-64.2% | $3,609-60.6% | $5,439-73.8% |
| Admin fee / account holder | $1,341 | $5,710-76.5% | $4,906-72.7% | $10,885-87.7% |