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 8-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.
Participant 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 | $17,567 | $82,664-78.7% | $125,339-86.0% | $68,494-74.4% |
| Participation rate | 81.9% | 75.0%+6.9pp | 82.4%-0.4pp | 67.9%+14.0pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,203 | $3,381-64.4% | $4,814-75.0% | $2,596-53.7% |
| Participant deferral / active EE | $2,511 | $6,110-58.9% | $7,446-66.3% | $4,027-37.7% |
| Admin fee / account holder | $1,634 | $6,275-74.0% | $10,010-83.7% | $5,403-69.8% |