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 7-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 | $11,414 | $102,317-88.8% | $146,958-92.2% | $80,856-85.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $768 | $3,713-79.3% | $4,933-84.4% | $2,755-72.1% |
| Participant deferral / active EE | $2,609 | $6,644-60.7% | $8,070-67.7% | $4,296-39.3% |
| Admin fee / account holder | $1,395 | $7,941-82.4% | $12,998-89.3% | $6,918-79.8% |