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 | $13,681 | $102,553-86.7% | $151,611-91.0% | $66,914-79.6% |
| Participation rate | 93.3% | 85.5%+7.8pp | 87.5%+5.8pp | 69.8%+23.5pp |
| Annual return | 0.20% | -10.82%+11.0pp | 3.33%-3.1pp | 1.58%-1.4pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,512 | $6,641+28.2% | $8,363+1.8% | $4,237+100.9% |
| Admin fee / account holder | $1,646 | $630+161.3% | $11,616-85.8% | $593+177.4% |