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 6-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 | $19,051 | $73,638-74.1% | $108,410-82.4% | $79,386-76.0% |
| Participation rate | 91.3% | 77.4%+13.9pp | 80.1%+11.1pp | 70.7%+20.6pp |
| Annual return | 31.78% | 33.27%-1.5pp | 905.27%-873.5pp | 116.85%-85.1pp |
| Employer contribution / active EE | $2,378 | $2,397-0.8% | $3,558-33.2% | $2,427-2.0% |
| Participant deferral / active EE | $7,984 | $6,218+28.4% | $6,563+21.7% | $4,046+97.4% |
| Admin fee / account holder | $973 | $638+52.5% | $7,295-86.7% | $626+55.4% |