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.
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 | $23,374 | $86,655-73.0% | $119,609-80.5% | $66,914-65.1% |
| Participation rate | 87.8% | 75.6%+12.3pp | 79.3%+8.6pp | 69.8%+18.0pp |
| Annual return | -8.28% | -8.00%-0.3pp | -14.97%+6.7pp | 1.58%-9.9pp |
| Employer contribution / active EE | $2,499 | $2,536-1.5% | $4,232-40.9% | $2,544-1.8% |
| Participant deferral / active EE | $4,428 | $4,358+1.6% | $5,602-21.0% | $4,237+4.5% |
| Admin fee / account holder | $443 | $755-41.3% | $10,323-95.7% | $593-25.3% |