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 | $41,898 | $81,248-48.4% | $155,509-73.1% | $80,856-48.2% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.2pp | 67.6%+27.7pp |
| Annual return | 8.04% | 33.31%-25.3pp | 64.67%-56.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,037 | $3,100-34.3% | $4,672-56.4% | $2,755-26.1% |
| Participant deferral / active EE | $2,325 | $3,452-32.6% | $5,626-58.7% | $4,296-45.9% |
| Admin fee / account holder | $3,870 | $7,997-51.6% | $15,912-75.7% | $6,918-44.1% |