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.
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 | $21,122 | $86,891-75.7% | $142,449-85.2% | $75,163-71.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 20.29% | 23.31%-3.0pp | 19.99%+0.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,755 | $3,355+11.9% | $4,847-22.5% | $2,670+40.7% |
| Participant deferral / active EE | $4,276 | $4,938-13.4% | $6,283-32.0% | $4,125+3.6% |
| Admin fee / account holder | $3,119 | $7,299-57.3% | $10,011-68.8% | $5,651-44.8% |