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.)
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 | $85,201 | $59,107+44.1% | $86,436-1.4% | $68,494+24.4% |
| Participation rate | 98.6% | 75.2%+23.4pp | 80.3%+18.3pp | 67.9%+30.7pp |
| Annual return | 0.38% | -0.23%+0.6pp | 4394.89%-4394.5pp | -7.84%+8.2pp |
| Employer contribution / active EE | $2,761 | $2,519+9.6% | $3,769-26.7% | $2,596+6.3% |
| Participant deferral / active EE | $6,056 | $5,901+2.6% | $6,952-12.9% | $4,027+50.4% |
| Admin fee / account holder | $3,409 | $5,637-39.5% | $6,731-49.4% | $5,403-36.9% |