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 6-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 | $35,302 | $132,049-73.3% | $200,582-82.4% | $74,304-52.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 23.39% | 22.22%+1.2pp | 42.33%-18.9pp | 29.43%-6.0pp |
| Employer contribution / active EE | $1,320 | $4,558-71.0% | $6,419-79.4% | $2,241-41.1% |
| Participant deferral / active EE | $8,815 | $7,213+22.2% | $9,331-5.5% | $3,767+134.0% |
| Admin fee / account holder | $2,533 | $2,405+5.4% | $16,305-84.5% | $2,969-14.7% |