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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,006 | $71,516-67.8% | $98,439-76.6% | $71,457-67.8% |
| Participation rate | 78.3% | 72.7%+5.6pp | 75.2%+3.1pp | 67.9%+10.4pp |
| Annual return | 11.97% | 32.41%-20.4pp | 21.16%-9.2pp | 28.85%-16.9pp |
| Employer contribution / active EE | $1,204 | $2,399-49.8% | $3,048-60.5% | $2,588-53.5% |
| Participant deferral / active EE | $1,973 | $4,109-52.0% | $4,738-58.4% | $4,289-54.0% |
| Admin fee / account holder | $3,308 | $1,675+97.5% | $8,948-63.0% | $1,587+108.4% |