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 | $2,174 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 89.99% | 37.96%+52.0pp | 58.88%+31.1pp | 40.90%+49.1pp |
| Employer contribution / active EE | $428 | $2,761-84.5% | $4,305-90.1% | $2,631-83.7% |
| Participant deferral / active EE | $1,085 | $3,303-67.2% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $341 | $6,746-94.9% | $14,329-97.6% | $7,344-95.4% |