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 9-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,119 | $209,411-40.7% | $178,490-30.5% | $158,922-21.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.86% | 188.75%-183.9pp | 151.07%-146.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $7,408 | $5,706+29.8% | $5,011+47.9% | $4,761+55.6% |
| Participant deferral / active EE | $3,880 | $5,954-34.8% | $5,202-25.4% | $5,982-35.1% |
| Admin fee / account holder | $11,460 | $17,074-32.9% | $13,984-18.0% | $11,246+1.9% |