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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,730 | $109,327-90.2% | $89,391-88.0% | $158,922-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.23% | 345.68%-337.5pp | 245.62%-237.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $336 | $3,170-89.4% | $2,586-87.0% | $4,761-92.9% |
| Participant deferral / active EE | $903 | $4,598-80.4% | $3,890-76.8% | $5,982-84.9% |
| Admin fee / account holder | $557 | $6,153-90.9% | $4,881-88.6% | $11,246-95.0% |