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 | $47,578 | $61,214-22.3% | $83,333-42.9% | $56,287-15.5% |
| Participation rate | 70.0% | 72.6%-2.6pp | 77.8%-7.8pp | 69.9%+0.1pp |
| Annual return | -5.38% | 0.42%-5.8pp | 10.63%-16.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,400 | $5,091+104.3% | $5,565+86.9% | $3,350+210.5% |
| Admin fee / account holder | $6,068 | $512+1086.3% | $7,510-19.2% | $521+1064.9% |