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 10-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 | $6,325 | $57,976-89.1% | $62,995-90.0% | $62,292-89.8% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.8%+20.9pp | 69.5%+26.2pp |
| Annual return | 14.75% | 17.54%-2.8pp | 87.57%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $400 | $2,415-83.4% | $2,759-85.5% | $2,042-80.4% |
| Participant deferral / active EE | $1,386 | $2,956-53.1% | $3,329-58.4% | $3,169-56.3% |
| Admin fee / account holder | $1,613 | $276+485.0% | $3,600-55.2% | $479+236.6% |