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 7-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 | $11,727 | $73,933-84.1% | $96,683-87.9% | $75,163-84.4% |
| Participation rate | 89.6% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.4pp |
| Annual return | 49.31% | 26.70%+22.6pp | 35.69%+13.6pp | 160.62%-111.3pp |
| Employer contribution / active EE | $3,223 | $2,928+10.1% | $3,737-13.7% | $2,670+20.7% |
| Participant deferral / active EE | $5,348 | $3,659+46.2% | $4,878+9.6% | $4,125+29.7% |
| Admin fee / account holder | $1,560 | $5,216-70.1% | $6,730-76.8% | $5,651-72.4% |