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.
Participant 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 | $13,641 | $51,197-73.4% | $82,719-83.5% | $66,914-79.6% |
| Participation rate | 93.3% | 67.8%+25.5pp | 72.6%+20.8pp | 69.8%+23.5pp |
| Annual return | -11.34% | -9.64%-1.7pp | 701.18%-712.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $508 | $2,611-80.5% | $3,009-83.1% | $2,544-80.0% |
| Participant deferral / active EE | $728 | $3,458-78.9% | $4,395-83.4% | $4,237-82.8% |
| Admin fee / account holder | $490 | $416+17.9% | $5,329-90.8% | $593-17.4% |