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 | $59,709 | $43,327+37.8% | $59,878-0.3% | $64,186-7.0% |
| Participation rate | 98.7% | 69.2%+29.5pp | 74.7%+24.0pp | 69.6%+29.1pp |
| Annual return | -5.33% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,565 | $2,028+75.8% | $2,722+31.0% | $2,381+49.8% |
| Participant deferral / active EE | $4,879 | $2,546+91.6% | $3,402+43.4% | $3,470+40.6% |
| Admin fee / account holder | $4,021 | $3,005+33.8% | $3,590+12.0% | $4,888-17.7% |