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.
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 | $12,019 | $58,320-79.4% | $86,436-86.1% | $66,914-82.0% |
| Participation rate | 85.4% | 78.6%+6.8pp | 80.3%+5.1pp | 69.8%+15.6pp |
| Annual return | 4.89% | -9.71%+14.6pp | 4394.89%-4390.0pp | 1.58%+3.3pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,435 | $6,899-6.7% | $6,952-7.4% | $4,237+51.9% |
| Admin fee / account holder | $1,209 | $546+121.5% | $6,731-82.0% | $593+103.8% |