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 9-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 | $23,365 | $70,908-67.0% | $98,907-76.4% | $73,488-68.2% |
| Participation rate | 79.5% | 73.8%+5.7pp | 76.0%+3.5pp | 70.7%+8.8pp |
| Annual return | 13.39% | 34.17%-20.8pp | 196.43%-183.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,528 | $2,036-25.0% | $2,689-43.2% | $2,270-32.7% |
| Participant deferral / active EE | $3,017 | $3,500-13.8% | $4,244-28.9% | $3,740-19.3% |
| Admin fee / account holder | $7,143 | $535+1235.4% | $6,642+7.6% | $513+1292.2% |