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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,189 | $64,707-81.2% | $112,228-89.1% | $68,494-82.2% |
| Participation rate | 96.7% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.8pp |
| Annual return | -21.78% | -11.40%-10.4pp | 27.45%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,843 | $2,746-32.9% | $3,635-49.3% | $2,596-29.0% |
| Participant deferral / active EE | $2,206 | $3,565-38.1% | $4,728-53.3% | $4,027-45.2% |
| Admin fee / account holder | $2,676 | $5,232-48.9% | $6,410-58.3% | $5,403-50.5% |