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 | $7,686 | $57,354-86.6% | $83,848-90.8% | $64,186-88.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -13.47% | 11.38%-24.9pp | 850.88%-864.3pp | 7.63%-21.1pp |
| Employer contribution / active EE | $1,050 | $2,545-58.7% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $3,270 | $2,993+9.2% | $4,082-19.9% | $3,470-5.8% |
| Admin fee / account holder | $349 | $4,046-91.4% | $5,478-93.6% | $4,888-92.9% |