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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,347 | $95,266-38.8% | $82,389-29.2% | $142,382-59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.90% | 25.74%-13.8pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $382 | $2,991-87.2% | $2,517-84.8% | $4,299-91.1% |
| Participant deferral / active EE | $2,187 | $4,809-54.5% | $4,155-47.4% | $6,507-66.4% |
| Admin fee / account holder | $1,001 | $8,563-88.3% | $7,231-86.2% | $12,624-92.1% |