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 | $9,071 | $60,124-84.9% | $90,404-90.0% | $79,858-88.6% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 7.56% | 71.94%-64.4pp | 1293.02%-1285.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,406 | $2,068-32.0% | $3,262-56.9% | $2,471-43.1% |
| Participant deferral / active EE | $1,304 | $2,938-55.6% | $3,963-67.1% | $3,740-65.1% |
| Admin fee / account holder | $6,291 | $3,976+58.2% | $5,611+12.1% | $5,306+18.6% |