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 6-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.
Employer 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 | $4,326 | $62,573-93.1% | $85,682-95.0% | $85,850-95.0% |
| Participation rate | 88.9% | 61.1%+27.7pp | 69.9%+19.0pp | 69.3%+19.6pp |
| Annual return | 11.66% | 23.77%-12.1pp | 21.49%-9.8pp | 318.53%-306.9pp |
| Employer contribution / active EE | $286 | $1,757-83.7% | $2,618-89.1% | $2,565-88.8% |
| Participant deferral / active EE | $1,723 | $2,802-38.5% | $3,923-56.1% | $3,952-56.4% |
| Admin fee / account holder | $373 | $4,640-92.0% | $6,873-94.6% | $6,260-94.0% |