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.)
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 | $19,637 | $79,171-75.2% | $102,423-80.8% | $74,495-73.6% |
| Participation rate | 90.4% | 74.8%+15.6pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 13.06% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $820 | $2,362-65.3% | $3,023-72.9% | $2,623-68.7% |
| Participant deferral / active EE | $2,063 | $4,415-53.3% | $5,053-59.2% | $4,346-52.5% |
| Admin fee / account holder | $2,799 | $2,001+39.9% | $9,451-70.4% | $1,942+44.1% |