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 | $11,623 | $79,449-85.4% | $189,557-93.9% | $85,850-86.5% |
| Participation rate | 88.4% | 66.0%+22.4pp | 78.4%+10.0pp | 69.3%+19.1pp |
| Annual return | 13.14% | 18.45%-5.3pp | 64.17%-51.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $978 | $2,081-53.0% | $4,412-77.8% | $2,565-61.9% |
| Participant deferral / active EE | $1,298 | $4,051-68.0% | $6,174-79.0% | $3,952-67.1% |
| Admin fee / account holder | $420 | $5,377-92.2% | $9,807-95.7% | $6,260-93.3% |