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.)
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 | $12,573 | $45,863-72.6% | $77,024-83.7% | $68,494-81.6% |
| Participation rate | 96.5% | 55.9%+40.6pp | 67.9%+28.6pp | 67.9%+28.6pp |
| Annual return | -2.38% | 1.72%-4.1pp | 42.32%-44.7pp | -7.84%+5.5pp |
| Employer contribution / active EE | $3,149 | $1,650+90.9% | $2,812+12.0% | $2,596+21.3% |
| Participant deferral / active EE | $5,094 | $2,962+72.0% | $4,426+15.1% | $4,027+26.5% |
| Admin fee / account holder | $369 | $3,041-87.9% | $5,425-93.2% | $5,403-93.2% |