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.
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 | $20,654 | $100,923-79.5% | $150,045-86.2% | $74,304-72.2% |
| Participation rate | 87.7% | 70.1%+17.6pp | 82.3%+5.4pp | 60.3%+27.4pp |
| Annual return | 53.25% | 51.77%+1.5pp | 62.55%-9.3pp | 29.43%+23.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,394 | $6,709+40.0% | $7,997+17.5% | $3,767+149.4% |
| Admin fee / account holder | $1,332 | $2,767-51.9% | $13,435-90.1% | $2,969-55.1% |