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 3-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 | $3,426 | $57,016-94.0% | $84,966-96.0% | $80,856-95.8% |
| Participation rate | 95.3% | 56.3%+38.9pp | 67.5%+27.8pp | 67.6%+27.7pp |
| Annual return | 29.15% | 21.66%+7.5pp | 66.38%-37.2pp | 35.59%-6.4pp |
| Employer contribution / active EE | $1,605 | $1,798-10.7% | $2,727-41.2% | $2,755-41.7% |
| Participant deferral / active EE | $2,075 | $3,110-33.3% | $4,519-54.1% | $4,296-51.7% |
| Admin fee / account holder | $466 | $4,980-90.7% | $6,149-92.4% | $6,918-93.3% |