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 | $100,704 | $53,822+87.1% | $75,696+33.0% | $85,850+17.3% |
| Participation rate | 94.5% | 69.1%+25.5pp | 74.8%+19.7pp | 69.3%+25.2pp |
| Annual return | 11.23% | 24.54%-13.3pp | 104.53%-93.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,742 | $2,017+135.2% | $2,743+72.9% | $2,565+84.9% |
| Participant deferral / active EE | $1,217 | $2,895-58.0% | $3,821-68.2% | $3,952-69.2% |
| Admin fee / account holder | $7,999 | $3,343+139.3% | $3,619+121.0% | $6,260+27.8% |