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 8-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 | $14,016 | $109,413-87.2% | $156,263-91.0% | $84,808-83.5% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 17.88% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,006 | $2,907-31.0% | $4,333-53.7% | $2,631-23.8% |
| Participant deferral / active EE | $4,303 | $4,590-6.3% | $6,158-30.1% | $4,212+2.2% |
| Admin fee / account holder | $852 | $9,357-90.9% | $14,255-94.0% | $7,344-88.4% |