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.)
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 | $13,594 | $85,202-84.0% | $172,739-92.1% | $72,985-81.4% |
| Participation rate | 81.1% | 70.1%+11.0pp | 82.6%-1.6pp | 69.5%+11.6pp |
| Annual return | 185.86% | 27.32%+158.5pp | 802.84%-617.0pp | 81.00%+104.9pp |
| Employer contribution / active EE | $1,481 | $3,324-55.4% | $5,143-71.2% | $2,440-39.3% |
| Participant deferral / active EE | $3,013 | $3,260-7.6% | $5,198-42.0% | $3,607-16.5% |
| Admin fee / account holder | $550 | $5,884-90.7% | $13,954-96.1% | $5,124-89.3% |