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 | $12,208 | $40,385-69.8% | $80,569-84.8% | $74,419-83.6% |
| Participation rate | 91.3% | 47.4%+43.9pp | 67.0%+24.3pp | 70.7%+20.6pp |
| Annual return | 73.62% | 164.85%-91.2pp | 935.43%-861.8pp | 34.38%+39.2pp |
| Employer contribution / active EE | $2,770 | $1,496+85.1% | $2,723+1.7% | $2,637+5.0% |
| Participant deferral / active EE | $6,039 | $2,674+125.8% | $4,447+35.8% | $4,528+33.4% |
| Admin fee / account holder | $829 | $720+15.2% | $5,377-84.6% | $348+138.4% |