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 9-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 | $14,622 | $89,652-83.7% | $141,162-89.6% | $65,185-77.6% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.5%+2.9pp | 70.2%+15.1pp |
| Annual return | 167.61% | 32.79%+134.8pp | 71.39%+96.2pp | 29.38%+138.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,290 | $5,691+28.1% | $6,709+8.7% | $3,514+107.5% |
| Admin fee / account holder | $877 | $569+54.3% | $10,261-91.4% | $847+3.6% |