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 4-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 | $38,942 | $96,484-59.6% | $156,263-75.1% | $74,304-47.6% |
| Participation rate | 77.5% | 67.7%+9.8pp | 78.9%-1.4pp | 60.3%+17.1pp |
| Annual return | 25.04% | 17.73%+7.3pp | 59.47%-34.4pp | 29.43%-4.4pp |
| Employer contribution / active EE | $3,290 | $2,528+30.1% | $4,333-24.1% | $2,241+46.8% |
| Participant deferral / active EE | $5,211 | $4,286+21.6% | $6,158-15.4% | $3,767+38.3% |
| Admin fee / account holder | $3,901 | $3,728+4.7% | $14,255-72.6% | $2,969+31.4% |