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 | $10,324 | $79,171-87.0% | $102,423-89.9% | $74,495-86.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 53.92% | 54.93%-1.0pp | 29.32%+24.6pp | 1364.94%-1311.0pp |
| Employer contribution / active EE | $4,118 | $2,362+74.3% | $3,023+36.2% | $2,623+57.0% |
| Participant deferral / active EE | $4,145 | $4,415-6.1% | $5,053-18.0% | $4,346-4.6% |
| Admin fee / account holder | $2,162 | $2,001+8.1% | $9,451-77.1% | $1,942+11.3% |