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 5-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 | $6,386 | $48,335-86.8% | $121,098-94.7% | $71,457-91.1% |
| Participation rate | 96.2% | 54.3%+42.0pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | 24.43% | 23.32%+1.1pp | 985.75%-961.3pp | 28.85%-4.4pp |
| Employer contribution / active EE | $572 | $1,489-61.6% | $4,164-86.3% | $2,588-77.9% |
| Participant deferral / active EE | $2,666 | $2,754-3.2% | $4,080-34.6% | $4,289-37.8% |
| Admin fee / account holder | $1,251 | $1,841-32.0% | $5,644-77.8% | $1,587-21.2% |