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.
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 | $32,382 | $102,553-68.4% | $151,611-78.6% | $66,914-51.6% |
| Participation rate | 79.9% | 85.5%-5.6pp | 87.5%-7.6pp | 69.8%+10.1pp |
| Annual return | -15.29% | -10.82%-4.5pp | 3.33%-18.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,419 | $4,180-42.1% | $6,166-60.8% | $2,544-4.9% |
| Participant deferral / active EE | $4,972 | $6,641-25.1% | $8,363-40.5% | $4,237+17.4% |
| Admin fee / account holder | $863 | $630+37.1% | $11,616-92.6% | $593+45.5% |