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 | $6,008 | $49,915-88.0% | $154,803-96.1% | $74,304-91.9% |
| Participation rate | 90.5% | 54.0%+36.5pp | 78.1%+12.4pp | 60.3%+30.1pp |
| Annual return | 146.13% | 34.06%+112.1pp | 58.88%+87.2pp | 29.43%+116.7pp |
| Employer contribution / active EE | $1,234 | $1,611-23.4% | $4,305-71.3% | $2,241-44.9% |
| Participant deferral / active EE | $2,742 | $2,255+21.6% | $5,540-50.5% | $3,767-27.2% |
| Admin fee / account holder | $363 | $2,189-83.4% | $14,329-97.5% | $2,969-87.8% |