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 4-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 | $2,680 | $172,478-98.4% | $145,661-98.2% | $142,382-98.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 4.03% | 151.09%-147.1pp | 101.46%-97.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $658 | $4,899-86.6% | $4,238-84.5% | $4,299-84.7% |
| Participant deferral / active EE | $5,886 | $8,348-29.5% | $7,198-18.2% | $6,507-9.5% |
| Admin fee / account holder | $13,785 | $16,864-18.3% | $12,466+10.6% | $12,624+9.2% |