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 | $37,141 | $86,655-57.1% | $119,609-68.9% | $66,914-44.5% |
| Participation rate | 77.7% | 75.6%+2.1pp | 79.3%-1.6pp | 69.8%+7.9pp |
| Annual return | -16.93% | -8.00%-8.9pp | -14.97%-2.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $359 | $2,536-85.8% | $4,232-91.5% | $2,544-85.9% |
| Participant deferral / active EE | $2,623 | $4,358-39.8% | $5,602-53.2% | $4,237-38.1% |
| Admin fee / account holder | $1,577 | $755+109.0% | $10,323-84.7% | $593+165.8% |