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 | $64,400 | $50,199+28.3% | $70,092-8.1% | $66,914-3.8% |
| Participation rate | 74.3% | 66.3%+8.0pp | 70.5%+3.8pp | 69.8%+4.5pp |
| Annual return | -19.41% | -13.85%-5.6pp | 190.73%-210.1pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,316 | $1,864-29.4% | $2,559-48.6% | $2,544-48.3% |
| Participant deferral / active EE | $5,340 | $3,112+71.6% | $3,849+38.7% | $4,237+26.0% |
| Admin fee / account holder | $2,885 | $600+381.1% | $6,267-54.0% | $593+386.3% |