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 | $27,339 | $88,581-69.1% | $145,661-81.2% | $74,304-63.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 21.14% | 34.30%-13.2pp | 101.46%-80.3pp | 29.43%-8.3pp |
| Employer contribution / active EE | $7,933 | $2,612+203.7% | $4,238+87.2% | $2,241+254.0% |
| Participant deferral / active EE | $7,237 | $4,151+74.3% | $7,198+0.5% | $3,767+92.1% |
| Admin fee / account holder | $3,694 | $2,953+25.1% | $12,466-70.4% | $2,969+24.4% |