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 5-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,009 | $109,881+136.6% | $150,045+73.3% | $84,808+206.6% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | -46.97% | 28.25%-75.2pp | 62.55%-109.5pp | 40.90%-87.9pp |
| Employer contribution / active EE | $35,069 | $3,561+884.8% | $4,693+647.2% | $2,631+1232.9% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,131 | $8,568-5.1% | $13,435-39.5% | $7,344+10.7% |