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 | $28,933 | $86,286-66.5% | $111,297-74.0% | $85,850-66.3% |
| Participation rate | 97.3% | 73.3%+23.9pp | 77.3%+19.9pp | 69.3%+27.9pp |
| Annual return | 15.31% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,916 | $2,043-6.2% | $2,731-29.8% | $2,565-25.3% |
| Participant deferral / active EE | $3,865 | $3,641+6.2% | $4,487-13.9% | $3,952-2.2% |
| Admin fee / account holder | $540 | $8,188-93.4% | $7,964-93.2% | $6,260-91.4% |