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 | $22,646 | $122,239-81.5% | $184,203-87.7% | $74,495-69.6% |
| Participation rate | 88.1% | 85.5%+2.6pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 19.73% | 19.95%-0.2pp | 28.81%-9.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,625 | $4,537-42.2% | $6,427-59.2% | $2,623+0.1% |
| Participant deferral / active EE | $9,161 | $7,139+28.3% | $9,131+0.3% | $4,346+110.8% |
| Admin fee / account holder | $330 | $1,260-73.8% | $13,901-97.6% | $1,942-83.0% |