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 5-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 | $11,878 | $65,435-81.8% | $86,677-86.3% | $66,914-82.2% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.8pp |
| Annual return | -12.05% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,836 | $2,153+31.7% | $2,8360% | $2,544+11.5% |
| Participant deferral / active EE | $5,161 | $4,100+25.9% | $4,656+10.9% | $4,237+21.8% |
| Admin fee / account holder | $540 | $642-15.9% | $7,493-92.8% | $593-9.0% |