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 10-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 | $12,609 | $79,171-84.1% | $102,423-87.7% | $74,495-83.1% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 194.31% | 54.93%+139.4pp | 29.32%+165.0pp | 1364.94%-1170.6pp |
| Employer contribution / active EE | $1,682 | $2,362-28.8% | $3,023-44.4% | $2,623-35.9% |
| Participant deferral / active EE | $2,057 | $4,415-53.4% | $5,053-59.3% | $4,346-52.7% |
| Admin fee / account holder | $1,390 | $2,001-30.5% | $9,451-85.3% | $1,942-28.4% |