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 3-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.)
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 | $18,692 | $102,317-81.7% | $146,958-87.3% | $80,856-76.9% |
| Participation rate | 89.2% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 18.66% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,813 | $3,713-24.2% | $4,933-43.0% | $2,755+2.1% |
| Participant deferral / active EE | $6,957 | $6,644+4.7% | $8,070-13.8% | $4,296+61.9% |
| Admin fee / account holder | $1,916 | $7,941-75.9% | $12,998-85.3% | $6,918-72.3% |