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.)
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 | $16,970 | $58,083-70.8% | $80,019-78.8% | $56,287-69.9% |
| Participation rate | 81.5% | 73.6%+7.9pp | 75.8%+5.7pp | 69.9%+11.7pp |
| Annual return | -7.36% | 34.61%-42.0pp | 11.22%-18.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,175 | $1,932-39.2% | $2,468-52.4% | $2,111-44.4% |
| Participant deferral / active EE | $2,219 | $3,135-29.2% | $3,686-39.8% | $3,350-33.8% |
| Admin fee / account holder | $1,084 | $623+74.1% | $6,521-83.4% | $521+108.1% |