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 | $6,148 | $80,968-92.4% | $96,544-93.6% | $75,163-91.8% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 85.26% | 27.06%+58.2pp | 25.84%+59.4pp | 160.62%-75.4pp |
| Employer contribution / active EE | $2,248 | $2,282-1.5% | $2,965-24.2% | $2,670-15.8% |
| Participant deferral / active EE | $3,623 | $3,928-7.8% | $4,851-25.3% | $4,125-12.2% |
| Admin fee / account holder | $517 | $6,724-92.3% | $8,252-93.7% | $5,651-90.8% |