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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $13,132 | $59,805-78.0% | $79,550-83.5% | $68,494-80.8% |
| Participation rate | 95.7% | 61.1%+34.6pp | 69.5%+26.2pp | 67.9%+27.8pp |
| Annual return | -0.27% | -12.30%+12.0pp | 0.16%-0.4pp | -7.84%+7.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,116 | $3,024+300.6% | $3,985+204.0% | $4,027+200.8% |
| Admin fee / account holder | $2,372 | $4,835-50.9% | $6,832-65.3% | $5,403-56.1% |