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.
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 | $27,213 | $69,477-60.8% | $94,646-71.2% | $71,457-61.9% |
| Participation rate | 88.8% | 78.4%+10.3pp | 80.8%+8.0pp | 67.9%+20.9pp |
| Annual return | 38.87% | 29.66%+9.2pp | 156.71%-117.8pp | 28.85%+10.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,362 | $7,345+81.9% | $7,418+80.1% | $4,289+211.6% |
| Admin fee / account holder | $2,015 | $1,210+66.6% | $7,231-72.1% | $1,587+26.9% |