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 10-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 | $16,945 | $65,435-74.1% | $86,677-80.4% | $66,914-74.7% |
| Participation rate | 77.2% | 75.5%+1.8pp | 76.6%+0.7pp | 69.8%+7.4pp |
| Annual return | -11.10% | -10.89%-0.2pp | 35.91%-47.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,458 | $2,153-32.3% | $2,836-48.6% | $2,544-42.7% |
| Participant deferral / active EE | $2,260 | $4,100-44.9% | $4,656-51.5% | $4,237-46.7% |
| Admin fee / account holder | $497 | $642-22.6% | $7,493-93.4% | $593-16.3% |