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 4-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.
Employer 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 | $9,244 | $62,127-85.1% | $81,382-88.6% | $74,495-87.6% |
| Participation rate | 79.8% | 64.0%+15.8pp | 69.5%+10.3pp | 67.2%+12.6pp |
| Annual return | 46.90% | 16.48%+30.4pp | 24.73%+22.2pp | 1364.94%-1318.0pp |
| Employer contribution / active EE | $8 | $1,882-99.6% | $2,463-99.7% | $2,623-99.7% |
| Participant deferral / active EE | $6,682 | $3,229+106.9% | $3,883+72.1% | $4,346+53.8% |
| Admin fee / account holder | $800 | $1,934-58.6% | $5,768-86.1% | $1,942-58.8% |