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 | $16,733 | $89,355-81.3% | $141,162-88.1% | $72,985-77.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.25% | 111.85%-82.6pp | 71.39%-42.1pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,959 | $3,114+27.1% | $4,735-16.4% | $2,440+62.3% |
| Participant deferral / active EE | $8,355 | $5,418+54.2% | $6,709+24.5% | $3,607+131.6% |
| Admin fee / account holder | $929 | $5,958-84.4% | $10,261-90.9% | $5,124-81.9% |