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 4-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 | $7,312 | $49,915-85.4% | $154,803-95.3% | $74,304-90.2% |
| Participation rate | 76.4% | 54.0%+22.4pp | 78.1%-1.7pp | 60.3%+16.0pp |
| Annual return | 33.29% | 34.06%-0.8pp | 58.88%-25.6pp | 29.43%+3.9pp |
| Employer contribution / active EE | $527 | $1,611-67.3% | $4,305-87.8% | $2,241-76.5% |
| Participant deferral / active EE | $3,212 | $2,255+42.5% | $5,540-42.0% | $3,767-14.7% |
| Admin fee / account holder | $943 | $2,189-56.9% | $14,329-93.4% | $2,969-68.2% |