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 | $52 | $127,065-100.0% | $113,168-100.0% | $142,382-100.0% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | -21.98% | 24.03%-46.0pp | 24.27%-46.2pp | 217.08%-239.1pp |
| Employer contribution / active EE | $1,515 | $3,442-56.0% | $2,975-49.1% | $4,299-64.8% |
| Participant deferral / active EE | $3,557 | $5,716-37.8% | $5,107-30.3% | $6,507-45.3% |
| Admin fee / account holder | $84,754 | $15,736+438.6% | $12,068+602.3% | $12,624+571.4% |