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 9-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 | $58,415 | $80,724-27.6% | $103,333-43.5% | $74,495-21.6% |
| Participation rate | 74.1% | 65.7%+8.4pp | 74.5%-0.4pp | 67.2%+6.9pp |
| Annual return | 11.91% | 27.56%-15.6pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $6,506 | $3,157+106.1% | $3,868+68.2% | $2,623+148.0% |
| Participant deferral / active EE | $1,602 | $3,860-58.5% | $5,057-68.3% | $4,346-63.1% |
| Admin fee / account holder | $6,319 | $2,368+166.8% | $8,355-24.4% | $1,942+225.4% |