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 8-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 | $12,680 | $65,561-80.7% | $86,188-85.3% | $75,163-83.1% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | 17.47% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,192 | $1,553+105.6% | $2,380+34.1% | $2,670+19.6% |
| Participant deferral / active EE | $2,453 | $3,024-18.9% | $3,985-38.5% | $4,125-40.5% |
| Admin fee / account holder | $2,091 | $5,474-61.8% | $6,852-69.5% | $5,651-63.0% |