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.)
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 | $19,466 | $80,673-75.9% | $101,326-80.8% | $84,808-77.0% |
| Participation rate | 75.8% | 77.8%-2.0pp | 81.5%-5.7pp | 68.3%+7.5pp |
| Annual return | 13.02% | 38.95%-25.9pp | 36.82%-23.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $928 | $2,698-65.6% | $3,665-74.7% | $2,631-64.7% |
| Participant deferral / active EE | $1,926 | $6,840-71.8% | $7,994-75.9% | $4,212-54.3% |
| Admin fee / account holder | $1,987 | $12,784-84.5% | $11,185-82.2% | $7,344-72.9% |