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.
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 | $47,899 | $74,888-36.0% | $71,209-32.7% | $142,382-66.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.50% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,197 | $2,854-23.0% | $2,721-19.2% | $4,299-48.9% |
| Participant deferral / active EE | $4,504 | $4,454+1.1% | $4,175+7.9% | $6,507-30.8% |
| Admin fee / account holder | $1,078 | $5,568-80.6% | $5,349-79.8% | $12,624-91.5% |