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 7-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 | $5,101 | $70,908-92.8% | $98,907-94.8% | $73,488-93.1% |
| Participation rate | 91.0% | 73.8%+17.2pp | 76.0%+15.0pp | 70.7%+20.3pp |
| Annual return | 162.03% | 34.17%+127.9pp | 196.43%-34.4pp | 28.51%+133.5pp |
| Employer contribution / active EE | $550 | $2,036-73.0% | $2,689-79.5% | $2,270-75.8% |
| Participant deferral / active EE | $2,260 | $3,500-35.4% | $4,244-46.8% | $3,740-39.6% |
| Admin fee / account holder | $439 | $535-17.9% | $6,642-93.4% | $513-14.4% |