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.)
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 | $40,381 | $58,083-30.5% | $80,019-49.5% | $56,287-28.3% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.3pp | 69.9%+29.2pp |
| Annual return | -4.35% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,368 | $1,932-29.2% | $2,468-44.6% | $2,111-35.2% |
| Participant deferral / active EE | $2,288 | $3,135-27.0% | $3,686-37.9% | $3,350-31.7% |
| Admin fee / account holder | $1,876 | $623+201.4% | $6,521-71.2% | $521+260.2% |