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 | $7,592 | $46,553-83.7% | $64,056-88.1% | $75,163-89.9% |
| Participation rate | 84.3% | 65.9%+18.4pp | 72.3%+12.0pp | 67.2%+17.1pp |
| Annual return | 8.85% | 26.03%-17.2pp | 33.69%-24.8pp | 160.62%-151.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,046 | $2,837-63.1% | $3,880-73.0% | $4,125-74.6% |
| Admin fee / account holder | $502 | $2,952-83.0% | $3,068-83.6% | $5,651-91.1% |