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.
Participant 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 | $17,769 | $64,119-72.3% | $112,228-84.2% | $66,914-73.4% |
| Participation rate | 82.7% | 68.5%+14.2pp | 75.1%+7.6pp | 69.8%+12.9pp |
| Annual return | -17.32% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,688 | $3,005+22.7% | $3,635+1.5% | $2,544+44.9% |
| Participant deferral / active EE | $1,344 | $3,693-63.6% | $4,728-71.6% | $4,237-68.3% |
| Admin fee / account holder | $2,976 | $625+376.1% | $6,410-53.6% | $593+401.7% |