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 | $35,523 | $168,082-78.9% | $150,045-76.3% | - |
| Participation rate | 98.0% | 71.4%+26.6pp | 82.3%+15.7pp | - |
| Annual return | 63.16% | 24.81%+38.3pp | 62.55%+0.6pp | - |
| Employer contribution / active EE | $4,409 | $3,603+22.4% | $4,693-6.1% | - |
| Participant deferral / active EE | $13,352 | $7,053+89.3% | $7,997+67.0% | - |
| Admin fee / account holder | $1,506 | $7,866-80.9% | $13,435-88.8% | - |