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 | $59,392 | $89,265-33.5% | $86,436-31.3% | - |
| Participation rate | 72.7% | 72.3%+0.4pp | 80.3%-7.6pp | - |
| Annual return | -15.95% | 5.21%-21.2pp | 4394.89%-4410.8pp | - |
| Employer contribution / active EE | $2,742 | $2,858-4.1% | $3,769-27.2% | - |
| Participant deferral / active EE | $7,130 | $6,641+7.4% | $6,952+2.6% | - |
| Admin fee / account holder | $2,345 | $4,433-47.1% | $6,731-65.2% | - |