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 | $14,755 | $82,664-82.2% | $125,339-88.2% | $68,494-78.5% |
| Participation rate | 90.6% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | 0.43% | -5.97%+6.4pp | 572.05%-571.6pp | -7.84%+8.3pp |
| Employer contribution / active EE | $2,183 | $3,381-35.4% | $4,814-54.6% | $2,596-15.9% |
| Participant deferral / active EE | $4,729 | $6,110-22.6% | $7,446-36.5% | $4,027+17.4% |
| Admin fee / account holder | $1,187 | $6,275-81.1% | $10,010-88.1% | $5,403-78.0% |