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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,296 | $87,870-76.9% | $113,168-82.1% | $74,304-72.7% |
| Participation rate | 88.9% | 70.7%+18.1pp | 76.6%+12.3pp | 60.3%+28.5pp |
| Annual return | 23.23% | 26.44%-3.2pp | 24.27%-1.0pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,508 | $4,241+53.5% | $5,107+27.4% | $3,767+72.7% |
| Admin fee / account holder | $1,918 | $3,368-43.0% | $12,068-84.1% | $2,969-35.4% |