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.
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 | $9,523 | $53,053-82.0% | $126,539-92.5% | $74,304-87.2% |
| Participation rate | 78.4% | 48.0%+30.3pp | 69.8%+8.5pp | 60.3%+18.0pp |
| Annual return | 33.77% | 29.46%+4.3pp | 425.95%-392.2pp | 29.43%+4.3pp |
| Employer contribution / active EE | $423 | $1,168-63.8% | $3,674-88.5% | $2,241-81.1% |
| Participant deferral / active EE | $1,416 | $2,303-38.5% | $4,083-65.3% | $3,767-62.4% |
| Admin fee / account holder | $607 | $3,698-83.6% | $6,065-90.0% | $2,969-79.5% |