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 7-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 | $11,835 | $59,107-80.0% | $86,436-86.3% | $68,494-82.7% |
| Participation rate | 96.2% | 75.2%+20.9pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -18.40% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,595 | $2,519+122.1% | $3,769+48.5% | $2,596+115.5% |
| Participant deferral / active EE | $10,060 | $5,901+70.5% | $6,952+44.7% | $4,027+149.8% |
| Admin fee / account holder | $1,793 | $5,637-68.2% | $6,731-73.4% | $5,403-66.8% |