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 | $4,569 | $60,892-92.5% | $82,389-94.5% | $84,808-94.6% |
| Participation rate | 83.7% | 63.3%+20.4pp | 69.5%+14.1pp | 68.3%+15.4pp |
| Annual return | 19.22% | 37.29%-18.1pp | 28.67%-9.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,002 | $1,779-43.7% | $2,517-60.2% | $2,631-61.9% |
| Participant deferral / active EE | $2,036 | $3,179-35.9% | $4,155-51.0% | $4,212-51.7% |
| Admin fee / account holder | $1,930 | $5,467-64.7% | $7,231-73.3% | $7,344-73.7% |