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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,597 | $88,083-92.5% | $164,813-96.0% | $74,495-91.1% |
| Participation rate | 98.9% | 73.0%+25.9pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | -168.82% | 17.26%-186.1pp | 69.93%-238.7pp | 1364.94%-1533.8pp |
| Employer contribution / active EE | $10,440 | $2,593+302.6% | $4,341+140.5% | $2,623+298.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $26,796 | $2,234+1099.6% | $12,690+111.2% | $1,942+1280.0% |