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 | $6,078 | $64,480-90.6% | $81,382-92.5% | $80,856-92.5% |
| Participation rate | 90.6% | 63.9%+26.8pp | 69.5%+21.1pp | 67.6%+23.0pp |
| Annual return | 22.46% | 16.34%+6.1pp | 24.73%-2.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $1,571 | $1,978-20.6% | $2,463-36.2% | $2,755-43.0% |
| Participant deferral / active EE | $1,685 | $3,094-45.5% | $3,883-56.6% | $4,296-60.8% |
| Admin fee / account holder | $1,102 | $5,671-80.6% | $5,768-80.9% | $6,918-84.1% |