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 | $44,296 | $130,194-66.0% | $169,993-73.9% | $71,457-38.0% |
| Participation rate | 76.6% | 86.1%-9.6pp | 87.0%-10.4pp | 67.9%+8.6pp |
| Annual return | 29.20% | 20.37%+8.8pp | 53.37%-24.2pp | 28.85%+0.4pp |
| Employer contribution / active EE | $2,985 | $4,381-31.9% | $6,785-56.0% | $2,588+15.3% |
| Participant deferral / active EE | $6,395 | $6,923-7.6% | $10,408-38.6% | $4,289+49.1% |
| Admin fee / account holder | $2,451 | $966+153.9% | $12,815-80.9% | $1,587+54.4% |