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 3-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 | $7,074 | $86,944-91.9% | $107,525-93.4% | $74,304-90.5% |
| Participation rate | 82.7% | 59.6%+23.2pp | 75.1%+7.7pp | 60.3%+22.4pp |
| Annual return | 22.85% | 23.52%-0.7pp | 181.32%-158.5pp | 29.43%-6.6pp |
| Employer contribution / active EE | $526 | $2,757-80.9% | $3,754-86.0% | $2,241-76.6% |
| Participant deferral / active EE | $2,242 | $3,554-36.9% | $5,116-56.2% | $3,767-40.5% |
| Admin fee / account holder | $349 | $3,727-90.6% | $8,919-96.1% | $2,969-88.2% |