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.)
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 | $26,105 | $59,805-56.4% | $79,550-67.2% | $68,494-61.9% |
| Participation rate | 88.3% | 61.1%+27.2pp | 69.5%+18.8pp | 67.9%+20.4pp |
| Annual return | -19.07% | -12.30%-6.8pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,068 | $1,505+170.3% | $2,413+68.6% | $2,596+56.7% |
| Participant deferral / active EE | $5,875 | $3,024+94.3% | $3,985+47.4% | $4,027+45.9% |
| Admin fee / account holder | $1,396 | $4,835-71.1% | $6,832-79.6% | $5,403-74.2% |