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 | $10,277 | $198,836-94.8% | $103,333-90.1% | - |
| Participation rate | 84.8% | 60.8%+24.0pp | 74.5%+10.3pp | - |
| Annual return | 14.37% | 12.43%+1.9pp | 24.88%-10.5pp | - |
| Employer contribution / active EE | $935 | $2,607-64.1% | $3,868-75.8% | - |
| Participant deferral / active EE | $1,946 | $3,407-42.9% | $5,057-61.5% | - |
| Admin fee / account holder | $1,514 | $10,004-84.9% | $8,355-81.9% | - |