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 4-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 | $8,890 | $77,899-88.6% | $149,673-94.1% | $75,163-88.2% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 15.22% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $522 | $3,137-83.4% | $4,818-89.2% | $2,670-80.4% |
| Participant deferral / active EE | $1,525 | $3,411-55.3% | $5,680-73.1% | $4,125-63.0% |
| Admin fee / account holder | $1,150 | $5,956-80.7% | $13,210-91.3% | $5,651-79.7% |