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 | $10,661 | $84,487-87.4% | $125,339-91.5% | $66,914-84.1% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.3pp |
| Annual return | -17.72% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,161 | $3,553-11.0% | $4,814-34.3% | $2,544+24.2% |
| Participant deferral / active EE | $5,954 | $6,781-12.2% | $7,446-20.0% | $4,237+40.5% |
| Admin fee / account holder | $1,030 | $685+50.4% | $10,010-89.7% | $593+73.6% |