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 | $32,402 | $98,750-67.2% | $149,696-78.4% | $79,858-59.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 26.52% | 27.43%-0.9pp | 276.60%-250.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $769 | $3,216-76.1% | $4,644-83.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,593 | $5,680-72.0% | $6,842-76.7% | $3,740-57.4% |
| Admin fee / account holder | $2,349 | $6,053-61.2% | $9,309-74.8% | $5,306-55.7% |