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.
Participant 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 | $24,511 | $89,753-72.7% | $107,525-77.2% | $84,808-71.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.63% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,529 | $3,113-50.9% | $3,754-59.3% | $2,631-41.9% |
| Participant deferral / active EE | $692 | $4,056-82.9% | $5,116-86.5% | $4,212-83.6% |
| Admin fee / account holder | $450 | $7,222-93.8% | $8,919-95.0% | $7,344-93.9% |