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 | $10,664 | $105,181-89.9% | $159,436-93.3% | $85,850-87.6% |
| Participation rate | 96.7% | 75.8%+21.0pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 30.07% | 45.07%-15.0pp | 263.57%-233.5pp | 318.53%-288.5pp |
| Employer contribution / active EE | $1,681 | $3,318-49.4% | $4,829-65.2% | $2,565-34.5% |
| Participant deferral / active EE | $4,124 | $5,945-30.6% | $7,352-43.9% | $3,952+4.4% |
| Admin fee / account holder | $361 | $6,933-94.8% | $10,799-96.7% | $6,260-94.2% |