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 | $14,884 | $88,507-83.2% | $98,442-84.9% | - |
| Participation rate | 0.0% | 61.4%-61.4pp | 73.3%-73.3pp | - |
| Annual return | 7.37% | 11.96%-4.6pp | 1492.73%-1485.4pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,960-100.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,276-100.0% | - |
| Admin fee / account holder | $389 | $5,313-92.7% | $5,949-93.5% | - |