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.
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 | $9,823 | $70,669-86.1% | $169,368-94.2% | $75,163-86.9% |
| Participation rate | 87.0% | 64.8%+22.2pp | 77.1%+9.9pp | 67.2%+19.8pp |
| Annual return | 17.59% | 36.36%-18.8pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,412 | $2,211+99.6% | $4,013+9.9% | $2,670+65.2% |
| Participant deferral / active EE | $2,382 | $4,311-44.7% | $6,221-61.7% | $4,125-42.3% |
| Admin fee / account holder | $1,411 | $5,402-73.9% | $9,003-84.3% | $5,651-75.0% |