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 6-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 | $27,073 | $148,978-81.8% | $200,582-86.5% | $84,808-68.1% |
| Participation rate | 95.1% | 84.2%+10.8pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 31.89% | 28.16%+3.7pp | 42.33%-10.4pp | 40.90%-9.0pp |
| Employer contribution / active EE | $3,166 | $4,815-34.3% | $6,419-50.7% | $2,631+20.3% |
| Participant deferral / active EE | $5,584 | $7,142-21.8% | $9,331-40.2% | $4,212+32.6% |
| Admin fee / account holder | $3,712 | $13,977-73.4% | $16,305-77.2% | $7,344-49.5% |