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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,947 | $82,664-85.5% | $125,339-90.5% | $68,494-82.6% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -22.15% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $5,633 | $3,381+66.6% | $4,814+17.0% | $2,596+117.0% |
| Participant deferral / active EE | $10,016 | $6,110+63.9% | $7,446+34.5% | $4,027+148.7% |
| Admin fee / account holder | $1,641 | $6,275-73.9% | $10,010-83.6% | $5,403-69.6% |