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 | $189,376 | $109,881+72.3% | $150,045+26.2% | $84,808+123.3% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 10.23% | 28.25%-18.0pp | 62.55%-52.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,826 | $3,561+7.4% | $4,693-18.5% | $2,631+45.4% |
| Participant deferral / active EE | $8,836 | $6,636+33.2% | $7,997+10.5% | $4,212+109.8% |
| Admin fee / account holder | $11,040 | $8,568+28.8% | $13,435-17.8% | $7,344+50.3% |