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 | $2,858 | $59,805-95.2% | $79,550-96.4% | $68,494-95.8% |
| Participation rate | 89.6% | 61.1%+28.5pp | 69.5%+20.1pp | 67.9%+21.7pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $518 | $1,505-65.6% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,454 | $3,024-51.9% | $3,985-63.5% | $4,027-63.9% |
| Admin fee / account holder | $606 | $4,835-87.5% | $6,832-91.1% | $5,403-88.8% |