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.)
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 | $12,002 | $91,190-86.8% | $178,490-93.3% | $79,858-85.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.76% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,350 | $3,256-58.5% | $5,011-73.1% | $2,471-45.4% |
| Participant deferral / active EE | $2,191 | $3,236-32.3% | $5,202-57.9% | $3,740-41.4% |
| Admin fee / account holder | $5,069 | $6,751-24.9% | $13,984-63.8% | $5,306-4.5% |