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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,416 | $50,958-67.8% | $74,550-78.0% | $64,186-74.4% |
| Participation rate | 80.4% | 61.1%+19.3pp | 69.1%+11.2pp | 69.6%+10.8pp |
| Annual return | -11.16% | -1.86%-9.3pp | 32.53%-43.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,069 | $2,301+76.8% | $3,108+30.9% | $3,470+17.3% |
| Admin fee / account holder | $948 | $4,223-77.6% | $5,060-81.3% | $4,888-80.6% |