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 6-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 | $89,757 | $29,660+202.6% | $56,411+59.1% | $80,856+11.0% |
| Participation rate | 95.2% | 41.6%+53.5pp | 52.5%+42.7pp | 67.6%+27.5pp |
| Annual return | -0.12% | 35.23%-35.4pp | 1701.33%-1701.5pp | 35.59%-35.7pp |
| Employer contribution / active EE | $3,386 | $669+405.9% | $1,039+226.0% | $2,755+22.9% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $797 | $2,428-67.2% | $2,829-71.8% | $6,918-88.5% |