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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,245 | $71,050-87.0% | $93,606-90.1% | $80,856-88.6% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+21.0pp | 67.6%+22.1pp |
| Annual return | 23.98% | 11.26%+12.7pp | 133.20%-109.2pp | 35.59%-11.6pp |
| Employer contribution / active EE | $4 | $1,564-99.7% | $2,420-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $4,496 | $4,034+11.5% | $4,411+1.9% | $4,296+4.7% |
| Admin fee / account holder | $538 | $6,945-92.3% | $8,285-93.5% | $6,918-92.2% |