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 | $7,615 | $51,576-85.2% | $129,207-94.1% | $80,856-90.6% |
| Participation rate | 93.0% | 57.0%+36.0pp | 69.6%+23.4pp | 67.6%+25.3pp |
| Annual return | 13.25% | 20.81%-7.6pp | 9417.33%-9404.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,812 | $1,584+14.4% | $4,153-56.4% | $2,755-34.2% |
| Participant deferral / active EE | $2,454 | $2,669-8.0% | $4,168-41.1% | $4,296-42.9% |
| Admin fee / account holder | $1,068 | $4,305-75.2% | $7,715-86.2% | $6,918-84.6% |