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 6-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.
Employer 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 | $4,826 | $60,022-92.0% | $88,946-94.6% | $84,808-94.3% |
| Participation rate | 85.2% | 57.8%+27.4pp | 68.8%+16.4pp | 68.3%+16.9pp |
| Annual return | 24.15% | 22.43%+1.7pp | 57.82%-33.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,100 | $3,114-32.6% | $4,581-54.2% | $4,212-50.1% |
| Admin fee / account holder | $590 | $4,811-87.7% | $8,261-92.9% | $7,344-92.0% |