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 | $58,061 | $59,805-2.9% | $79,550-27.0% | $68,494-15.2% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -17.75% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,746 | $1,505+82.4% | $2,413+13.8% | $2,596+5.7% |
| Participant deferral / active EE | $5,286 | $3,024+74.8% | $3,985+32.6% | $4,027+31.3% |
| Admin fee / account holder | $12,198 | $4,835+152.3% | $6,832+78.5% | $5,403+125.8% |