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 8-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 | $11,510 | $89,355-87.1% | $141,162-91.8% | $72,985-84.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 49.06% | 111.85%-62.8pp | 71.39%-22.3pp | 81.00%-31.9pp |
| Employer contribution / active EE | $2,927 | $3,114-6.0% | $4,735-38.2% | $2,440+20.0% |
| Participant deferral / active EE | $5,488 | $5,418+1.3% | $6,709-18.2% | $3,607+52.1% |
| Admin fee / account holder | $514 | $5,958-91.4% | $10,261-95.0% | $5,124-90.0% |