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 | $21,726 | $88,634-75.5% | $101,326-78.6% | $74,304-70.8% |
| Participation rate | 92.2% | 76.9%+15.3pp | 81.5%+10.7pp | 60.3%+31.8pp |
| Annual return | 120.83% | 33.10%+87.7pp | 36.82%+84.0pp | 29.43%+91.4pp |
| Employer contribution / active EE | $2,443 | $2,930-16.6% | $3,665-33.3% | $2,241+9.0% |
| Participant deferral / active EE | $8,828 | $7,322+20.6% | $7,994+10.4% | $3,767+134.3% |
| Admin fee / account holder | $2,243 | $2,425-7.5% | $11,185-79.9% | $2,969-24.4% |