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.
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 | $21,088 | $136,307-84.5% | $177,821-88.1% | $73,488-71.3% |
| Participation rate | 86.9% | 86.1%+0.8pp | 87.7%-0.8pp | 70.7%+16.2pp |
| Annual return | 17.82% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $30 | $3,712-99.2% | $5,918-99.5% | $2,270-98.7% |
| Participant deferral / active EE | $4,457 | $5,829-23.5% | $7,714-42.2% | $3,740+19.2% |
| Admin fee / account holder | $1,162 | $596+95.1% | $12,427-90.6% | $513+126.5% |