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 3-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 | $6,433 | $87,870-92.7% | $113,168-94.3% | $74,304-91.3% |
| Participation rate | 97.3% | 70.7%+26.5pp | 76.6%+20.7pp | 60.3%+36.9pp |
| Annual return | 20.63% | 26.44%-5.8pp | 24.27%-3.6pp | 29.43%-8.8pp |
| Employer contribution / active EE | $1,613 | $2,277-29.1% | $2,975-45.8% | $2,241-28.0% |
| Participant deferral / active EE | $2,072 | $4,241-51.1% | $5,107-59.4% | $3,767-45.0% |
| Admin fee / account holder | $577 | $3,368-82.9% | $12,068-95.2% | $2,969-80.6% |