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 | $92,817 | $81,900+13.3% | $119,609-22.4% | $68,494+35.5% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -20.56% | -23.82%+3.3pp | -14.97%-5.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,786 | $2,693+77.7% | $4,232+13.1% | $2,596+84.3% |
| Participant deferral / active EE | $7,990 | $4,148+92.6% | $5,602+42.6% | $4,027+98.4% |
| Admin fee / account holder | $10,774 | $6,582+63.7% | $10,323+4.4% | $5,403+99.4% |