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 | $204,239 | $78,422+160.4% | $95,952+112.9% | $79,858+155.8% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.3pp |
| Annual return | 6.21% | 19.37%-13.2pp | 91.61%-85.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $4,621 | $1,945+137.6% | $2,541+81.9% | $2,471+87.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,972 | $5,622+273.0% | $6,795+208.6% | $5,306+295.2% |