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.
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 | $5,734 | $91,538-93.7% | $129,995-95.6% | $75,163-92.4% |
| Participation rate | 87.2% | 71.4%+15.8pp | 78.5%+8.7pp | 67.2%+20.0pp |
| Annual return | 22.44% | -631.11%+653.5pp | -137.18%+159.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,321 | $2,845-53.6% | $4,320-69.4% | $2,670-50.5% |
| Participant deferral / active EE | $1,584 | $4,341-63.5% | $5,820-72.8% | $4,125-61.6% |
| Admin fee / account holder | $435 | $6,790-93.6% | $10,614-95.9% | $5,651-92.3% |