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 8-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 | $20,388 | $104,475-80.5% | $159,436-87.2% | $79,386-74.3% |
| Participation rate | 92.2% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.5pp |
| Annual return | 75.26% | 67.95%+7.3pp | 263.57%-188.3pp | 116.85%-41.6pp |
| Employer contribution / active EE | $692 | $3,417-79.7% | $4,829-85.7% | $2,427-71.5% |
| Participant deferral / active EE | $5,969 | $6,467-7.7% | $7,352-18.8% | $4,046+47.5% |
| Admin fee / account holder | $880 | $711+23.8% | $10,799-91.8% | $626+40.5% |