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 | $13,312 | $104,475-87.3% | $159,436-91.7% | $79,386-83.2% |
| Participation rate | 71.2% | 76.6%-5.5pp | 82.8%-11.7pp | 70.7%+0.4pp |
| Annual return | 29.91% | 67.95%-38.0pp | 263.57%-233.7pp | 116.85%-86.9pp |
| Employer contribution / active EE | $1,964 | $3,417-42.5% | $4,829-59.3% | $2,427-19.1% |
| Participant deferral / active EE | $3,394 | $6,467-47.5% | $7,352-53.8% | $4,046-16.1% |
| Admin fee / account holder | $1,267 | $711+78.2% | $10,799-88.3% | $626+102.3% |