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.)
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 | $10,840 | $70,428-84.6% | $96,562-88.8% | $85,850-87.4% |
| Participation rate | 98.7% | 61.8%+36.9pp | 69.8%+28.9pp | 69.3%+29.4pp |
| Annual return | 3.65% | 18.59%-14.9pp | 37.78%-34.1pp | 318.53%-314.9pp |
| Employer contribution / active EE | $2,375 | $1,413+68.1% | $2,356+0.8% | $2,565-7.4% |
| Participant deferral / active EE | $2,221 | $2,894-23.2% | $3,849-42.3% | $3,952-43.8% |
| Admin fee / account holder | $922 | $4,997-81.6% | $6,181-85.1% | $6,260-85.3% |