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 | $25,700 | $48,265-46.8% | $68,791-62.6% | $68,494-62.5% |
| Participation rate | 95.7% | 60.7%+35.1pp | 69.0%+26.7pp | 67.9%+27.9pp |
| Annual return | -21.48% | -12.71%-8.8pp | -6.38%-15.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $798 | $1,829-56.4% | $2,655-70.0% | $2,596-69.3% |
| Participant deferral / active EE | $1,990 | $2,867-30.6% | $3,941-49.5% | $4,027-50.6% |
| Admin fee / account holder | $730 | $4,355-83.2% | $4,932-85.2% | $5,403-86.5% |