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.
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 | $8,953 | $77,634-88.5% | $156,549-94.3% | $62,891-85.8% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 7.87% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,537 | $3,444-55.4% | $5,501-72.1% | $2,281-32.6% |
| Participant deferral / active EE | $641 | $3,045-78.9% | $4,871-86.8% | $3,203-80.0% |
| Admin fee / account holder | $420 | $5,561-92.4% | $13,027-96.8% | $4,296-90.2% |