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 | $8,647 | $73,867-88.3% | $143,757-94.0% | $68,494-87.4% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -10.36% | 1.01%-11.4pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,037 | $3,184-67.4% | $4,951-79.1% | $2,596-60.1% |
| Participant deferral / active EE | $1,853 | $3,384-45.2% | $5,637-67.1% | $4,027-54.0% |
| Admin fee / account holder | $1,858 | $5,755-67.7% | $14,673-87.3% | $5,403-65.6% |