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.
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 | $14,607 | $72,277-79.8% | $101,248-85.6% | $79,858-81.7% |
| Participation rate | 87.8% | 68.5%+19.3pp | 75.8%+11.9pp | 69.6%+18.1pp |
| Annual return | 14.45% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $783 | $2,692-70.9% | $3,660-78.6% | $2,471-68.3% |
| Participant deferral / active EE | $1,618 | $3,282-50.7% | $4,370-63.0% | $3,740-56.7% |
| Admin fee / account holder | $1,220 | $4,400-72.3% | $5,945-79.5% | $5,306-77.0% |