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 | $25,445 | $65,561-61.2% | $91,541-72.2% | $74,304-65.8% |
| Participation rate | 87.1% | 56.6%+30.5pp | 69.8%+17.4pp | 60.3%+26.8pp |
| Annual return | 20.71% | 17.68%+3.0pp | 20.50%+0.2pp | 29.43%-8.7pp |
| Employer contribution / active EE | $3 | $1,717-99.8% | $2,505-99.9% | $2,241-99.8% |
| Participant deferral / active EE | $4,413 | $2,918+51.2% | $4,008+10.1% | $3,767+17.1% |
| Admin fee / account holder | $2,338 | $3,333-29.9% | $6,956-66.4% | $2,969-21.3% |