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.)
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 | $20,709 | $64,119-67.7% | $112,228-81.5% | $66,914-69.1% |
| Participation rate | 95.4% | 68.5%+26.9pp | 75.1%+20.3pp | 69.8%+25.6pp |
| Annual return | -10.56% | -13.81%+3.2pp | 27.45%-38.0pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,103 | $3,005-30.0% | $3,635-42.1% | $2,544-17.3% |
| Participant deferral / active EE | $4,123 | $3,693+11.6% | $4,728-12.8% | $4,237-2.7% |
| Admin fee / account holder | $815 | $625+30.3% | $6,410-87.3% | $593+37.3% |