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.
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 | $8,023 | $48,795-83.6% | $65,493-87.8% | $84,808-90.5% |
| Participation rate | 89.1% | 67.0%+22.1pp | 73.1%+16.0pp | 68.3%+20.8pp |
| Annual return | 17.26% | 20.20%-2.9pp | 982.45%-965.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $433 | $1,930-77.6% | $2,574-83.2% | $2,631-83.6% |
| Participant deferral / active EE | $780 | $2,928-73.4% | $3,961-80.3% | $4,212-81.5% |
| Admin fee / account holder | $1,726 | $3,877-55.5% | $5,028-65.7% | $7,344-76.5% |