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 | $16,853 | $84,487-80.1% | $125,339-86.6% | $66,914-74.8% |
| Participation rate | 84.9% | 76.4%+8.5pp | 82.4%+2.6pp | 69.8%+15.1pp |
| Annual return | 226.72% | -8.39%+235.1pp | 572.05%-345.3pp | 1.58%+225.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,011 | $6,781+62.4% | $7,446+47.9% | $4,237+159.9% |
| Admin fee / account holder | $528 | $685-23.0% | $10,010-94.7% | $593-11.0% |