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 6-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 | $1,160 | $24,733-95.3% | $69,647-98.3% | $74,495-98.4% |
| Participation rate | 75.8% | 63.5%+12.3pp | 66.5%+9.3pp | 67.2%+8.6pp |
| Annual return | 13.51% | 18.55%-5.0pp | 100.48%-87.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $379 | $1,001-62.1% | $1,712-77.9% | $2,623-85.6% |
| Participant deferral / active EE | $433 | $1,901-77.2% | $2,886-85.0% | $4,346-90.0% |
| Admin fee / account holder | $311 | $1,892-83.5% | $4,713-93.4% | $1,942-84.0% |