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 3-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 | $4,628 | $81,460-94.3% | $103,333-95.5% | $80,856-94.3% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 22.29% | 25.55%-3.3pp | 24.88%-2.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,492 | $3,105-52.0% | $3,868-61.4% | $2,755-45.8% |
| Participant deferral / active EE | $1,916 | $3,869-50.5% | $5,057-62.1% | $4,296-55.4% |
| Admin fee / account holder | $576 | $6,566-91.2% | $8,355-93.1% | $6,918-91.7% |