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 | $5,585 | $80,717-93.1% | $154,803-96.4% | $84,808-93.4% |
| Participation rate | 81.0% | 66.8%+14.2pp | 78.1%+3.0pp | 68.3%+12.7pp |
| Annual return | 17.87% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $701 | $2,761-74.6% | $4,305-83.7% | $2,631-73.4% |
| Participant deferral / active EE | $842 | $3,303-74.5% | $5,540-84.8% | $4,212-80.0% |
| Admin fee / account holder | $367 | $6,746-94.6% | $14,329-97.4% | $7,344-95.0% |