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 | $59,860 | $73,867-19.0% | $143,757-58.4% | $68,494-12.6% |
| Participation rate | 98.5% | 66.7%+31.8pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -15.07% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,066 | $3,184-3.7% | $4,951-38.1% | $2,596+18.1% |
| Participant deferral / active EE | $3,810 | $3,384+12.6% | $5,637-32.4% | $4,027-5.4% |
| Admin fee / account holder | $7,977 | $5,755+38.6% | $14,673-45.6% | $5,403+47.6% |