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 | $18,648 | $67,984-72.6% | $65,493-71.5% | $74,304-74.9% |
| Participation rate | 78.3% | 66.3%+12.0pp | 73.1%+5.2pp | 60.3%+18.0pp |
| Annual return | 18.14% | 19.87%-1.7pp | 982.45%-964.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,373 | $2,491-4.8% | $2,574-7.8% | $2,241+5.9% |
| Participant deferral / active EE | $1,371 | $3,346-59.0% | $3,961-65.4% | $3,767-63.6% |
| Admin fee / account holder | $2,741 | $1,373+99.7% | $5,028-45.5% | $2,969-7.7% |