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 | $15,138 | $86,944-82.6% | $107,525-85.9% | $74,304-79.6% |
| Participation rate | 84.5% | 59.6%+24.9pp | 75.1%+9.4pp | 60.3%+24.1pp |
| Annual return | 59.03% | 23.52%+35.5pp | 181.32%-122.3pp | 29.43%+29.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,025 | $3,554+69.5% | $5,116+17.8% | $3,767+59.9% |
| Admin fee / account holder | $3,049 | $3,727-18.2% | $8,919-65.8% | $2,969+2.7% |