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 6-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 | $4,471 | $81,248-94.5% | $155,509-97.1% | $80,856-94.5% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.4pp |
| Annual return | 24.49% | 33.31%-8.8pp | 64.67%-40.2pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,165 | $3,100-62.4% | $4,672-75.1% | $2,755-57.7% |
| Participant deferral / active EE | $2,231 | $3,452-35.4% | $5,626-60.4% | $4,296-48.1% |
| Admin fee / account holder | $1,162 | $7,997-85.5% | $15,912-92.7% | $6,918-83.2% |