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 | $18,690 | $62,586-70.1% | $76,768-75.7% | $64,186-70.9% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -10.66% | -1.95%-8.7pp | 2.43%-13.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,059 | $1,832+12.4% | $2,485-17.1% | $2,381-13.5% |
| Participant deferral / active EE | $4,629 | $3,145+47.2% | $3,852+20.2% | $3,470+33.4% |
| Admin fee / account holder | $741 | $4,667-84.1% | $6,675-88.9% | $4,888-84.8% |