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 | $6,871 | $80,717-91.5% | $154,803-95.6% | $84,808-91.9% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 19.75% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $516 | $2,761-81.3% | $4,305-88.0% | $2,631-80.4% |
| Participant deferral / active EE | $1,562 | $3,303-52.7% | $5,540-71.8% | $4,212-62.9% |
| Admin fee / account holder | $423 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |