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 | $29,673 | $76,050-61.0% | $96,544-69.3% | $71,457-58.5% |
| Participation rate | 85.6% | 74.4%+11.2pp | 76.0%+9.6pp | 67.9%+17.7pp |
| Annual return | 12.42% | 22.81%-10.4pp | 25.84%-13.4pp | 28.85%-16.4pp |
| Employer contribution / active EE | $745 | $2,244-66.8% | $2,965-74.9% | $2,588-71.2% |
| Participant deferral / active EE | $2,437 | $4,215-42.2% | $4,851-49.8% | $4,289-43.2% |
| Admin fee / account holder | $8,149 | $2,707+201.0% | $8,252-1.3% | $1,587+413.4% |