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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,126 | $94,529-20.5% | $140,016-46.3% | $64,186+17.0% |
| Participation rate | 94.7% | 84.1%+10.6pp | 87.5%+7.2pp | 69.6%+25.1pp |
| Annual return | -5.65% | 7.77%-13.4pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $882 | $3,812-76.9% | $5,606-84.3% | $2,381-63.0% |
| Participant deferral / active EE | $5,177 | $5,250-1.4% | $6,927-25.3% | $3,470+49.2% |
| Admin fee / account holder | $6,115 | $6,741-9.3% | $10,705-42.9% | $4,888+25.1% |