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 | $125,445 | $95,803+30.9% | $113,168+10.8% | $84,808+47.9% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 4.56% | 25.00%-20.4pp | 24.27%-19.7pp | 40.90%-36.3pp |
| Employer contribution / active EE | $7,625 | $2,360+223.1% | $2,975+156.3% | $2,631+189.8% |
| Participant deferral / active EE | $9,919 | $4,242+133.8% | $5,107+94.2% | $4,212+135.5% |
| Admin fee / account holder | $4,558 | $8,989-49.3% | $12,068-62.2% | $7,344-37.9% |