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.
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 | $32,136 | $101,317-68.3% | $146,958-78.1% | $74,495-56.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 27.00% | 8730.91%-8703.9pp | 418.34%-391.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $4,107 | $3,810+7.8% | $4,933-16.7% | $2,623+56.6% |
| Participant deferral / active EE | $7,888 | $7,303+8.0% | $8,070-2.3% | $4,346+81.5% |
| Admin fee / account holder | $2,837 | $1,739+63.1% | $12,998-78.2% | $1,942+46.1% |