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.)
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 | $13,331 | $56,897-76.6% | $84,750-84.3% | $62,891-78.8% |
| Participation rate | 93.4% | 68.5%+24.9pp | 76.6%+16.8pp | 69.3%+24.1pp |
| Annual return | 2.22% | 6.30%-4.1pp | 22.78%-20.6pp | 20.14%-17.9pp |
| Employer contribution / active EE | $5,959 | $2,400+148.3% | $3,574+66.7% | $2,281+161.3% |
| Participant deferral / active EE | $744 | $2,709-72.5% | $3,712-79.9% | $3,203-76.8% |
| Admin fee / account holder | $1,171 | $3,581-67.3% | $5,332-78.0% | $4,296-72.7% |