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 9-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.
Employer 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 | $8,315 | $777,995-98.9% | $159,960-94.8% | - |
| Participation rate | 90.9% | 55.4%+35.5pp | 78.0%+13.0pp | - |
| Annual return | -18.00% | -14.85%-3.2pp | 408.60%-426.6pp | - |
| Employer contribution / active EE | $1,207 | $1,852-34.8% | $4,226-71.4% | - |
| Participant deferral / active EE | $2,813 | $3,690-23.8% | $6,182-54.5% | - |
| Admin fee / account holder | $922 | $22,807-96.0% | $8,698-89.4% | - |