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.
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 | $45,862 | $59,805-23.3% | $79,550-42.3% | $68,494-33.0% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -22.28% | -12.30%-10.0pp | 0.16%-22.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $4,641 | $1,505+208.4% | $2,413+92.3% | $2,596+78.7% |
| Participant deferral / active EE | $4,820 | $3,024+59.4% | $3,985+20.9% | $4,027+19.7% |
| Admin fee / account holder | $3,905 | $4,835-19.2% | $6,832-42.9% | $5,403-27.7% |