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 | $60,261 | $85,766-29.7% | $136,294-55.8% | $70,131-14.1% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 9.33% | 31.45%-22.1pp | 5155.94%-5146.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $3,284 | $2,966+10.7% | $4,695-30.1% | $2,342+40.2% |
| Participant deferral / active EE | $7,875 | $5,051+55.9% | $6,247+26.1% | $3,332+136.4% |
| Admin fee / account holder | $2,444 | $5,420-54.9% | $9,243-73.6% | $4,645-47.4% |