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.
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 | $3,678 | $95,416-96.1% | $185,823-98.0% | $85,850-95.7% |
| Participation rate | 82.5% | 68.8%+13.7pp | 81.7%+0.8pp | 69.3%+13.2pp |
| Annual return | 13.64% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,172 | $3,314-64.6% | $5,167-77.3% | $2,565-54.3% |
| Participant deferral / active EE | $2,624 | $3,423-23.3% | $5,568-52.9% | $3,952-33.6% |
| Admin fee / account holder | $483 | $7,213-93.3% | $16,237-97.0% | $6,260-92.3% |