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 6-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 | $10,709 | $59,101-81.9% | $77,163-86.1% | $75,163-85.8% |
| Participation rate | 79.8% | 63.9%+15.9pp | 69.6%+10.2pp | 67.2%+12.6pp |
| Annual return | 16.60% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,465 | $2,999-17.8% | $3,833-35.7% | $4,125-40.2% |
| Admin fee / account holder | $2,674 | $4,774-44.0% | $5,472-51.1% | $5,651-52.7% |