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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,478 | $84,487-72.2% | $125,339-81.3% | $66,914-64.9% |
| Participation rate | 91.6% | 76.4%+15.2pp | 82.4%+9.2pp | 69.8%+21.8pp |
| Annual return | 6.99% | -8.39%+15.4pp | 572.05%-565.1pp | 1.58%+5.4pp |
| Employer contribution / active EE | $1,533 | $3,553-56.9% | $4,814-68.2% | $2,544-39.8% |
| Participant deferral / active EE | $2,971 | $6,781-56.2% | $7,446-60.1% | $4,237-29.9% |
| Admin fee / account holder | $1,033 | $685+50.8% | $10,010-89.7% | $593+74.2% |