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.)
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.
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 | $13,911 | $64,707-78.5% | $112,228-87.6% | $68,494-79.7% |
| Participation rate | 79.2% | 67.2%+12.1pp | 75.1%+4.2pp | 67.9%+11.3pp |
| Annual return | -25.68% | -11.40%-14.3pp | 27.45%-53.1pp | -7.84%-17.8pp |
| Employer contribution / active EE | $1,819 | $2,746-33.8% | $3,635-50.0% | $2,596-30.0% |
| Participant deferral / active EE | $2,662 | $3,565-25.3% | $4,728-43.7% | $4,027-33.9% |
| Admin fee / account holder | $1,575 | $5,232-69.9% | $6,410-75.4% | $5,403-70.9% |