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.
Participant 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.)
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 | $23,396 | $80,968-71.1% | $96,544-75.8% | $75,163-68.9% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 11.69% | 27.06%-15.4pp | 25.84%-14.2pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,364 | $2,282-40.2% | $2,965-54.0% | $2,670-48.9% |
| Participant deferral / active EE | $1,256 | $3,928-68.0% | $4,851-74.1% | $4,125-69.5% |
| Admin fee / account holder | $436 | $6,724-93.5% | $8,252-94.7% | $5,651-92.3% |