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 10-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 | $11,258 | $84,487-86.7% | $125,339-91.0% | $66,914-83.2% |
| Participation rate | 80.9% | 76.4%+4.5pp | 82.4%-1.5pp | 69.8%+11.1pp |
| Annual return | -3.46% | -8.39%+4.9pp | 572.05%-575.5pp | 1.58%-5.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,980 | $6,781-11.8% | $7,446-19.7% | $4,237+41.2% |
| Admin fee / account holder | $913 | $685+33.3% | $10,010-90.9% | $593+53.9% |