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 | $30,226 | $66,098-54.3% | $101,794-70.3% | $74,304-59.3% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 14.76% | 19.59%-4.8pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,468 | $1,082+128.2% | $2,289+7.8% | $2,241+10.1% |
| Participant deferral / active EE | $1,206 | $2,781-56.6% | $4,084-70.5% | $3,767-68.0% |
| Admin fee / account holder | $1,045 | $4,146-74.8% | $8,777-88.1% | $2,969-64.8% |