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 9-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.
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 | $10,727 | $65,561-83.6% | $86,188-87.6% | $75,163-85.7% |
| Participation rate | 94.8% | 60.5%+34.4pp | 69.0%+25.9pp | 67.2%+27.7pp |
| Annual return | 59.06% | 46.05%+13.0pp | 1168.45%-1109.4pp | 160.62%-101.6pp |
| Employer contribution / active EE | $1,681 | $1,553+8.3% | $2,380-29.4% | $2,670-37.0% |
| Participant deferral / active EE | $2,963 | $3,024-2.0% | $3,985-25.6% | $4,125-28.2% |
| Admin fee / account holder | $1,706 | $5,474-68.8% | $6,852-75.1% | $5,651-69.8% |