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.
Participant 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 | $5,380 | $99,957-94.6% | $149,696-96.4% | $73,488-92.7% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.3pp | 70.7%+17.1pp |
| Annual return | 29.97% | 53.87%-23.9pp | 276.60%-246.6pp | 28.51%+1.5pp |
| Employer contribution / active EE | $708 | $3,191-77.8% | $4,644-84.8% | $2,270-68.8% |
| Participant deferral / active EE | $1,824 | $6,073-70.0% | $6,842-73.3% | $3,740-51.2% |
| Admin fee / account holder | $703 | $551+27.7% | $9,309-92.4% | $513+37.0% |