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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,690 | $138,347-77.8% | $184,203-83.3% | $80,856-62.0% |
| Participation rate | 96.8% | 83.9%+13.0pp | 86.8%+10.0pp | 67.6%+29.2pp |
| Annual return | 20.07% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $899 | $4,850-81.5% | $6,427-86.0% | $2,755-67.4% |
| Participant deferral / active EE | $5,847 | $7,071-17.3% | $9,131-36.0% | $4,296+36.1% |
| Admin fee / account holder | $2,079 | $10,483-80.2% | $13,901-85.0% | $6,918-69.9% |