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 | $20,828 | $77,660-73.2% | $109,143-80.9% | $79,386-73.8% |
| Participation rate | 98.1% | 67.8%+30.3pp | 75.9%+22.2pp | 70.7%+27.4pp |
| Annual return | 64.11% | 23.44%+40.7pp | 25.75%+38.4pp | 116.85%-52.7pp |
| Employer contribution / active EE | $3,211 | $2,797+14.8% | $3,722-13.7% | $2,427+32.3% |
| Participant deferral / active EE | $5,739 | $3,518+63.2% | $4,653+23.3% | $4,046+41.9% |
| Admin fee / account holder | $1,364 | $732+86.3% | $6,752-79.8% | $626+117.7% |