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.
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 | $15,352 | $88,634-82.7% | $101,326-84.8% | $74,304-79.3% |
| Participation rate | 93.4% | 76.9%+16.6pp | 81.5%+11.9pp | 60.3%+33.1pp |
| Annual return | 153.72% | 33.10%+120.6pp | 36.82%+116.9pp | 29.43%+124.3pp |
| Employer contribution / active EE | $2,601 | $2,930-11.2% | $3,665-29.0% | $2,241+16.1% |
| Participant deferral / active EE | $4,738 | $7,322-35.3% | $7,994-40.7% | $3,767+25.8% |
| Admin fee / account holder | $648 | $2,425-73.3% | $11,185-94.2% | $2,969-78.2% |