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.
Employer 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 | $13,606 | $91,407-85.1% | $135,903-90.0% | $71,457-81.0% |
| Participation rate | 76.4% | 75.7%+0.7pp | 81.9%-5.5pp | 67.9%+8.4pp |
| Annual return | 30.53% | 29.90%+0.6pp | 68.23%-37.7pp | 28.85%+1.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,194 | $7,092-12.7% | $7,758-20.2% | $4,289+44.4% |
| Admin fee / account holder | $692 | $1,266-45.3% | $10,762-93.6% | $1,587-56.4% |