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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,625 | $81,460+87.4% | $103,333+47.7% | $80,856+88.8% |
| Participation rate | 92.4% | 66.8%+25.6pp | 74.5%+17.9pp | 67.6%+24.8pp |
| Annual return | 13.30% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $22,473 | $3,105+623.7% | $3,868+481.0% | $2,755+715.8% |
| Participant deferral / active EE | $1,161 | $3,869-70.0% | $5,057-77.0% | $4,296-73.0% |
| Admin fee / account holder | $18,444 | $6,566+180.9% | $8,355+120.8% | $6,918+166.6% |