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 | $23,738 | $65,435-63.7% | $86,677-72.6% | $66,914-64.5% |
| Participation rate | 76.9% | 75.5%+1.5pp | 76.6%+0.3pp | 69.8%+7.1pp |
| Annual return | 2.73% | -10.89%+13.6pp | 35.91%-33.2pp | 1.58%+1.2pp |
| Employer contribution / active EE | $5,786 | $2,153+168.7% | $2,836+104.0% | $2,544+127.4% |
| Participant deferral / active EE | $4,648 | $4,100+13.3% | $4,656-0.2% | $4,237+9.7% |
| Admin fee / account holder | $804 | $642+25.3% | $7,493-89.3% | $593+35.5% |