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 | $23,241 | $65,376-64.5% | $87,100-73.3% | $65,185-64.3% |
| Participation rate | 99.0% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.8pp |
| Annual return | 62.99% | 31.27%+31.7pp | 28.19%+34.8pp | 29.38%+33.6pp |
| Employer contribution / active EE | $633 | $1,822-65.3% | $2,521-74.9% | $2,177-70.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $440 | $520-15.4% | $7,497-94.1% | $847-48.1% |