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.)
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 | $44,614 | $42,894+4.0% | $60,874-26.7% | $68,494-34.9% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -7.70% | -13.98%+6.3pp | 16.90%-24.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $1,493 | $1,978-24.5% | $2,701-44.7% | $2,596-42.5% |
| Participant deferral / active EE | $2,061 | $2,867-28.1% | $3,817-46.0% | $4,027-48.8% |
| Admin fee / account holder | $889 | $3,101-71.3% | $3,224-72.4% | $5,403-83.6% |