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 6-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 | $1,801 | $99,877-98.2% | $84,966-97.9% | $145,922-98.8% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 5.57% | 83.76%-78.2pp | 66.38%-60.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $513 | $3,231-84.1% | $2,727-81.2% | $4,660-89.0% |
| Participant deferral / active EE | $1,332 | $5,291-74.8% | $4,519-70.5% | $6,688-80.1% |
| Admin fee / account holder | $3,976 | $7,248-45.1% | $6,149-35.3% | $13,397-70.3% |