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 3-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 | $22,502 | $87,870-74.4% | $113,168-80.1% | $74,304-69.7% |
| Participation rate | 92.7% | 70.7%+21.9pp | 76.6%+16.1pp | 60.3%+32.3pp |
| Annual return | 89.22% | 26.44%+62.8pp | 24.27%+65.0pp | 29.43%+59.8pp |
| Employer contribution / active EE | $3,550 | $2,277+55.9% | $2,975+19.3% | $2,241+58.4% |
| Participant deferral / active EE | $7,167 | $4,241+69.0% | $5,107+40.3% | $3,767+90.2% |
| Admin fee / account holder | $991 | $3,368-70.6% | $12,068-91.8% | $2,969-66.6% |