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 | $28,317 | $176,947-84.0% | $126,539-77.6% | - |
| Participation rate | 92.9% | 61.8%+31.1pp | 69.8%+23.1pp | - |
| Annual return | 4.85% | 15.13%-10.3pp | 425.95%-421.1pp | - |
| Employer contribution / active EE | $1,379 | $2,196-37.2% | $3,674-62.5% | - |
| Participant deferral / active EE | $2,185 | $4,114-46.9% | $4,083-46.5% | - |
| Admin fee / account holder | $4,763 | $22,209-78.6% | $6,065-21.5% | - |