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 | $49,704 | $87,870-43.4% | $113,168-56.1% | $74,304-33.1% |
| Participation rate | 95.1% | 70.7%+24.3pp | 76.6%+18.5pp | 60.3%+34.7pp |
| Annual return | 11.66% | 26.44%-14.8pp | 24.27%-12.6pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,961 | $2,277-13.9% | $2,975-34.1% | $2,241-12.5% |
| Participant deferral / active EE | $2,534 | $4,241-40.3% | $5,107-50.4% | $3,767-32.8% |
| Admin fee / account holder | $2,941 | $3,368-12.7% | $12,068-75.6% | $2,969-0.9% |