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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,597 | $88,083-75.5% | $164,813-86.9% | $74,495-71.0% |
| Participation rate | 88.1% | 73.0%+15.0pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 12.17% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,387 | $2,593-46.5% | $4,341-68.0% | $2,623-47.1% |
| Participant deferral / active EE | $3,748 | $4,498-16.7% | $6,031-37.9% | $4,346-13.8% |
| Admin fee / account holder | $1,023 | $2,234-54.2% | $12,690-91.9% | $1,942-47.3% |