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 | $11,169 | $82,664-86.5% | $125,339-91.1% | $68,494-83.7% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -11.37% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,170 | $3,381-35.8% | $4,814-54.9% | $2,596-16.4% |
| Participant deferral / active EE | $5,301 | $6,110-13.2% | $7,446-28.8% | $4,027+31.6% |
| Admin fee / account holder | $1,863 | $6,275-70.3% | $10,010-81.4% | $5,403-65.5% |