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 3-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.
Participant 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 | $5,996 | $100,923-94.1% | $150,045-96.0% | $74,304-91.9% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.3%+10.6pp | 60.3%+32.6pp |
| Annual return | 33.26% | 51.77%-18.5pp | 62.55%-29.3pp | 29.43%+3.8pp |
| Employer contribution / active EE | $1,397 | $3,463-59.7% | $4,693-70.2% | $2,241-37.7% |
| Participant deferral / active EE | $1,637 | $6,709-75.6% | $7,997-79.5% | $3,767-56.6% |
| Admin fee / account holder | $2,612 | $2,767-5.6% | $13,435-80.6% | $2,969-12.0% |