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.
Participant 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 | $8,741 | $88,634-90.1% | $101,326-91.4% | $74,304-88.2% |
| Participation rate | 95.9% | 76.9%+19.0pp | 81.5%+14.4pp | 60.3%+35.5pp |
| Annual return | 95.11% | 33.10%+62.0pp | 36.82%+58.3pp | 29.43%+65.7pp |
| Employer contribution / active EE | $790 | $2,930-73.1% | $3,665-78.5% | $2,241-64.8% |
| Participant deferral / active EE | $1,985 | $7,322-72.9% | $7,994-75.2% | $3,767-47.3% |
| Admin fee / account holder | $322 | $2,425-86.7% | $11,185-97.1% | $2,969-89.2% |