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.
Employer 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 | $35,954 | $73,867-51.3% | $143,757-75.0% | $68,494-47.5% |
| Participation rate | 88.2% | 66.7%+21.5pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | 4.35% | 1.01%+3.3pp | -0.04%+4.4pp | -7.84%+12.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,670 | $3,384+38.0% | $5,637-17.2% | $4,027+16.0% |
| Admin fee / account holder | $6,878 | $5,755+19.5% | $14,673-53.1% | $5,403+27.3% |