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 | $15,961 | $94,625-83.1% | $116,228-86.3% | $84,808-81.2% |
| Participation rate | 93.9% | 70.4%+23.4pp | 74.6%+19.3pp | 68.3%+25.6pp |
| Annual return | 26.83% | 20.40%+6.4pp | 90.06%-63.2pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,120 | $2,347-9.7% | $2,994-29.2% | $2,631-19.4% |
| Participant deferral / active EE | $2,920 | $3,972-26.5% | $4,953-41.0% | $4,212-30.7% |
| Admin fee / account holder | $1,035 | $10,091-89.7% | $11,989-91.4% | $7,344-85.9% |