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 | $34,348 | $49,915-31.2% | $154,803-77.8% | $74,304-53.8% |
| Participation rate | 98.2% | 54.0%+44.3pp | 78.1%+20.1pp | 60.3%+37.9pp |
| Annual return | 10.68% | 34.06%-23.4pp | 58.88%-48.2pp | 29.43%-18.7pp |
| Employer contribution / active EE | $671 | $1,611-58.4% | $4,305-84.4% | $2,241-70.1% |
| Participant deferral / active EE | $1,138 | $2,255-49.5% | $5,540-79.5% | $3,767-69.8% |
| Admin fee / account holder | $3,099 | $2,189+41.6% | $14,329-78.4% | $2,969+4.4% |