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.
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 | $50,798 | $132,049-61.5% | $200,582-74.7% | $74,304-31.6% |
| Participation rate | 77.5% | 84.1%-6.6pp | 86.9%-9.4pp | 60.3%+17.2pp |
| Annual return | 19.87% | 22.22%-2.3pp | 42.33%-22.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,999 | $4,558-34.2% | $6,419-53.3% | $2,241+33.8% |
| Participant deferral / active EE | $6,446 | $7,213-10.6% | $9,331-30.9% | $3,767+71.1% |
| Admin fee / account holder | $5,208 | $2,405+116.6% | $16,305-68.1% | $2,969+75.4% |