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 7-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 | $8,883 | $95,416-90.7% | $185,823-95.2% | $85,850-89.7% |
| Participation rate | 89.4% | 68.8%+20.7pp | 81.7%+7.7pp | 69.3%+20.1pp |
| Annual return | 61.08% | 23.59%+37.5pp | 122.05%-61.0pp | 318.53%-257.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,306 | $3,423+55.0% | $5,568-4.7% | $3,952+34.3% |
| Admin fee / account holder | $824 | $7,213-88.6% | $16,237-94.9% | $6,260-86.8% |