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 3-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 | $10,739 | $67,984-84.2% | $65,493-83.6% | $74,304-85.5% |
| Participation rate | 72.3% | 66.3%+6.0pp | 73.1%-0.8pp | 60.3%+12.0pp |
| Annual return | 16.65% | 19.87%-3.2pp | 982.45%-965.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $670 | $2,491-73.1% | $2,574-74.0% | $2,241-70.1% |
| Participant deferral / active EE | $1,125 | $3,346-66.4% | $3,961-71.6% | $3,767-70.2% |
| Admin fee / account holder | $716 | $1,373-47.8% | $5,028-85.8% | $2,969-75.9% |