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 | $16,963 | $109,881-84.6% | $150,045-88.7% | $84,808-80.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.58% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,809 | $3,561+35.0% | $4,693+2.5% | $2,631+82.8% |
| Participant deferral / active EE | $5,312 | $6,636-20.0% | $7,997-33.6% | $4,212+26.1% |
| Admin fee / account holder | $448 | $8,568-94.8% | $13,435-96.7% | $7,344-93.9% |