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.
Employer 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 | $37,920 | $96,484-60.7% | $156,263-75.7% | $74,304-49.0% |
| Participation rate | 74.3% | 67.7%+6.6pp | 78.9%-4.6pp | 60.3%+13.9pp |
| Annual return | 13.20% | 17.73%-4.5pp | 59.47%-46.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $492 | $2,528-80.5% | $4,333-88.6% | $2,241-78.0% |
| Participant deferral / active EE | $3,709 | $4,286-13.5% | $6,158-39.8% | $3,767-1.5% |
| Admin fee / account holder | $2,120 | $3,728-43.1% | $14,255-85.1% | $2,969-28.6% |