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 | $99,677 | $110,261-9.6% | $95,745+4.1% | $139,434-28.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | -7.75% | 27.11%-34.9pp | 28.35%-36.1pp | 372.94%-380.7pp |
| Employer contribution / active EE | $17,627 | $3,257+441.2% | $2,835+521.9% | $4,751+271.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $11,795 | $6,613+78.4% | $5,678+107.7% | $11,403+3.4% |