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 | $11,187 | $57,354-80.5% | $83,848-86.7% | $64,186-82.6% |
| Participation rate | 78.4% | 68.6%+9.8pp | 76.1%+2.3pp | 69.6%+8.8pp |
| Annual return | -9.92% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.6pp |
| Employer contribution / active EE | $787 | $2,545-69.1% | $3,631-78.3% | $2,381-66.9% |
| Participant deferral / active EE | $1,432 | $2,993-52.2% | $4,082-64.9% | $3,470-58.7% |
| Admin fee / account holder | $684 | $4,046-83.1% | $5,478-87.5% | $4,888-86.0% |