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 | $4,161 | $54,590-92.4% | $81,930-94.9% | $73,488-94.3% |
| Participation rate | 89.5% | 68.3%+21.2pp | 72.0%+17.5pp | 70.7%+18.8pp |
| Annual return | 97.83% | 17.74%+80.1pp | 29.49%+68.3pp | 28.51%+69.3pp |
| Employer contribution / active EE | $1,573 | $1,636-3.9% | $4,310-63.5% | $2,270-30.7% |
| Participant deferral / active EE | $2,298 | $2,759-16.7% | $7,107-67.7% | $3,740-38.5% |
| Admin fee / account holder | $627 | $592+5.9% | $5,158-87.8% | $513+22.2% |