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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,830 | $95,803-63.6% | $113,168-69.2% | $84,808-58.9% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 9.75% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $6,611 | $2,360+180.1% | $2,975+122.2% | $2,631+151.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,874 | $8,989-68.0% | $12,068-76.2% | $7,344-60.9% |