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 | $23,426 | $100,923-76.8% | $150,045-84.4% | $74,304-68.5% |
| Participation rate | 88.3% | 70.1%+18.2pp | 82.3%+6.0pp | 60.3%+27.9pp |
| Annual return | 42.70% | 51.77%-9.1pp | 62.55%-19.8pp | 29.43%+13.3pp |
| Employer contribution / active EE | $1,938 | $3,463-44.0% | $4,693-58.7% | $2,241-13.5% |
| Participant deferral / active EE | $4,920 | $6,709-26.7% | $7,997-38.5% | $3,767+30.6% |
| Admin fee / account holder | $1,706 | $2,767-38.3% | $13,435-87.3% | $2,969-42.5% |