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 | $27,285 | $53,162-48.7% | $91,220-70.1% | $68,494-60.2% |
| Participation rate | 74.7% | 63.2%+11.5pp | 73.2%+1.5pp | 67.9%+6.8pp |
| Annual return | -1.18% | -3.14%+2.0pp | 114.01%-115.2pp | -7.84%+6.7pp |
| Employer contribution / active EE | $1,529 | $1,709-10.6% | $2,850-46.4% | $2,596-41.1% |
| Participant deferral / active EE | $3,751 | $2,974+26.2% | $4,234-11.4% | $4,027-6.8% |
| Admin fee / account holder | $1,833 | $4,493-59.2% | $5,420-66.2% | $5,403-66.1% |