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 7-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 | $7,268 | $211,958-96.6% | $169,463-95.7% | $135,375-94.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.46% | 3.26%-13.7pp | 1.83%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,163 | $5,120-57.8% | $4,159-48.0% | $4,779-54.7% |
| Participant deferral / active EE | $4,041 | $6,075-33.5% | $5,277-23.4% | $5,609-28.0% |
| Admin fee / account holder | $899 | $11,471-92.2% | $9,109-90.1% | $10,827-91.7% |