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 | $22,042 | $52,279-57.8% | $89,391-75.3% | $79,858-72.4% |
| Participation rate | 97.0% | 57.5%+39.4pp | 68.0%+29.0pp | 69.6%+27.3pp |
| Annual return | 7.34% | 22.16%-14.8pp | 245.62%-238.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,453 | $1,572-7.5% | $2,586-43.8% | $2,471-41.2% |
| Participant deferral / active EE | $1,592 | $2,740-41.9% | $3,890-59.1% | $3,740-57.4% |
| Admin fee / account holder | $13,557 | $3,356+303.9% | $4,881+177.7% | $5,306+155.5% |