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.)
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 | $5,957 | $55,415-89.3% | $155,509-96.2% | $74,495-92.0% |
| Participation rate | 75.6% | 61.9%+13.7pp | 78.2%-2.6pp | 67.2%+8.4pp |
| Annual return | 146.80% | 268.50%-121.7pp | 64.67%+82.1pp | 1364.94%-1218.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,623 | $2,836-7.5% | $5,626-53.4% | $4,346-39.7% |
| Admin fee / account holder | $769 | $1,738-55.7% | $15,912-95.2% | $1,942-60.4% |