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.)
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 | $43,071 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -26.15% | -5.97%-20.2pp | 572.05%-598.2pp | -7.84%-18.3pp |
| Employer contribution / active EE | $2,244 | $3,381-33.6% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $6,721 | $6,110+10.0% | $7,446-9.7% | $4,027+66.9% |
| Admin fee / account holder | $4,433 | $6,275-29.4% | $10,010-55.7% | $5,403-17.9% |