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 5-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 | $16,339 | $125,758-87.0% | $169,993-90.4% | $75,163-78.3% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 49.31% | 27.20%+22.1pp | 53.37%-4.1pp | 160.62%-111.3pp |
| Employer contribution / active EE | $4,139 | $4,615-10.3% | $6,785-39.0% | $2,670+55.0% |
| Participant deferral / active EE | $6,337 | $6,837-7.3% | $10,408-39.1% | $4,125+53.6% |
| Admin fee / account holder | $1,335 | $8,173-83.7% | $12,815-89.6% | $5,651-76.4% |