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 6-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 | $12,973 | $88,083-85.3% | $164,813-92.1% | $74,495-82.6% |
| Participation rate | 78.4% | 73.0%+5.4pp | 78.6%-0.2pp | 67.2%+11.2pp |
| Annual return | 27.60% | 17.26%+10.3pp | 69.93%-42.3pp | 1364.94%-1337.3pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,328 | $4,498-3.8% | $6,031-28.2% | $4,346-0.4% |
| Admin fee / account holder | $2,818 | $2,234+26.2% | $12,690-77.8% | $1,942+45.1% |