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 8-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 | $10,848 | $89,652-87.9% | $141,162-92.3% | $65,185-83.4% |
| Participation rate | 85.8% | 74.7%+11.1pp | 82.5%+3.3pp | 70.2%+15.6pp |
| Annual return | 55.60% | 32.79%+22.8pp | 71.39%-15.8pp | 29.38%+26.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,912 | $5,691+3.9% | $6,709-11.9% | $3,514+68.3% |
| Admin fee / account holder | $317 | $569-44.3% | $10,261-96.9% | $847-62.6% |