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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,165 | $53,162-94.0% | $91,220-96.5% | $68,494-95.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 73.2%+6.8pp | 67.9%+12.1pp |
| Annual return | -50.20% | -3.14%-47.1pp | 114.01%-164.2pp | -7.84%-42.4pp |
| Employer contribution / active EE | $1,250 | $1,709-26.9% | $2,850-56.1% | $2,596-51.8% |
| Participant deferral / active EE | $2,621 | $2,974-11.8% | $4,234-38.1% | $4,027-34.9% |
| Admin fee / account holder | $419 | $4,493-90.7% | $5,420-92.3% | $5,403-92.2% |