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.
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 | $15,875 | $79,449-80.0% | $189,557-91.6% | $85,850-81.5% |
| Participation rate | 95.9% | 66.0%+30.0pp | 78.4%+17.5pp | 69.3%+26.6pp |
| Annual return | 11.84% | 18.45%-6.6pp | 64.17%-52.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,549 | $2,081-25.6% | $4,412-64.9% | $2,565-39.6% |
| Participant deferral / active EE | $2,175 | $4,051-46.3% | $6,174-64.8% | $3,952-45.0% |
| Admin fee / account holder | $814 | $5,377-84.9% | $9,807-91.7% | $6,260-87.0% |