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.
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 | $5,379 | $109,881-95.1% | $150,045-96.4% | $84,808-93.7% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.4pp | 68.3%+23.4pp |
| Annual return | 63.10% | 28.25%+34.9pp | 62.55%+0.6pp | 40.90%+22.2pp |
| Employer contribution / active EE | $1,173 | $3,561-67.1% | $4,693-75.0% | $2,631-55.4% |
| Participant deferral / active EE | $1,905 | $6,636-71.3% | $7,997-76.2% | $4,212-54.8% |
| Admin fee / account holder | $933 | $8,568-89.1% | $13,435-93.1% | $7,344-87.3% |