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 | $23,052 | $109,881-79.0% | $150,045-84.6% | $84,808-72.8% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 33.58% | 28.25%+5.3pp | 62.55%-29.0pp | 40.90%-7.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,161 | $6,636-7.2% | $7,997-23.0% | $4,212+46.3% |
| Admin fee / account holder | $4,607 | $8,568-46.2% | $13,435-65.7% | $7,344-37.3% |