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 7-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 | $50,475 | $73,933-31.7% | $96,683-47.8% | $75,163-32.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 11.14% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,551 | $2,928-12.9% | $3,737-31.7% | $2,670-4.4% |
| Participant deferral / active EE | $5,615 | $3,659+53.5% | $4,878+15.1% | $4,125+36.1% |
| Admin fee / account holder | $4,209 | $5,216-19.3% | $6,730-37.5% | $5,651-25.5% |