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 | $20,604 | $83,477-75.3% | $125,175-83.5% | $72,985-71.8% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+19.0pp | 69.5%+29.2pp |
| Annual return | 1512.26% | 25.78%+1486.5pp | 43.79%+1468.5pp | 81.00%+1431.3pp |
| Employer contribution / active EE | $1,617 | $2,345-31.0% | $3,865-58.2% | $2,440-33.7% |
| Participant deferral / active EE | $3,177 | $3,585-11.4% | $4,937-35.6% | $3,607-11.9% |
| Admin fee / account holder | $2,023 | $5,517-63.3% | $9,702-79.1% | $5,124-60.5% |