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 | $166,200 | $81,248+104.6% | $155,509+6.9% | $80,856+105.5% |
| Participation rate | 90.8% | 66.2%+24.5pp | 78.2%+12.6pp | 67.6%+23.1pp |
| Annual return | 10.30% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $8,574 | $3,100+176.6% | $4,672+83.5% | $2,755+211.2% |
| Participant deferral / active EE | $6,334 | $3,452+83.5% | $5,626+12.6% | $4,296+47.4% |
| Admin fee / account holder | $9,795 | $7,997+22.5% | $15,912-38.4% | $6,918+41.6% |