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.
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.)
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 | $109,102 | $52,681+107.1% | $75,781+44.0% | $59,632+83.0% |
| Participation rate | 73.5% | 67.2%+6.2pp | 75.8%-2.3pp | 68.7%+4.8pp |
| Annual return | 9.13% | 2.95%+6.2pp | 9.68%-0.5pp | 2041.28%-2032.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,775 | $2,591+200.1% | $3,651+112.9% | $3,192+143.6% |
| Admin fee / account holder | $11,723 | $3,610+224.8% | $5,299+121.2% | $4,297+172.8% |