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 5-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 | $939 | $45,863-98.0% | $77,024-98.8% | $68,494-98.6% |
| Participation rate | 90.3% | 55.9%+34.4pp | 67.9%+22.4pp | 67.9%+22.4pp |
| Annual return | -24.73% | 1.72%-26.4pp | 42.32%-67.0pp | -7.84%-16.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,287 | $2,962-56.5% | $4,426-70.9% | $4,027-68.0% |
| Admin fee / account holder | $334 | $3,041-89.0% | $5,425-93.8% | $5,403-93.8% |