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.)
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 | $9,182 | $56,357-83.7% | $104,294-91.2% | $68,494-86.6% |
| Participation rate | 92.0% | 63.3%+28.7pp | 73.3%+18.7pp | 67.9%+24.1pp |
| Annual return | -8.36% | -9.19%+0.8pp | 24.61%-33.0pp | -7.84%-0.5pp |
| Employer contribution / active EE | $6,325 | $1,960+222.7% | $3,372+87.6% | $2,596+143.6% |
| Participant deferral / active EE | $119 | $3,077-96.1% | $4,625-97.4% | $4,027-97.0% |
| Admin fee / account holder | $2,060 | $4,903-58.0% | $7,339-71.9% | $5,403-61.9% |