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 | $63,959 | $87,870-27.2% | $113,168-43.5% | $74,304-13.9% |
| Participation rate | 72.4% | 70.7%+1.6pp | 76.6%-4.2pp | 60.3%+12.0pp |
| Annual return | 10.80% | 26.44%-15.6pp | 24.27%-13.5pp | 29.43%-18.6pp |
| Employer contribution / active EE | $836 | $2,277-63.3% | $2,975-71.9% | $2,241-62.7% |
| Participant deferral / active EE | $2,801 | $4,241-33.9% | $5,107-45.1% | $3,767-25.6% |
| Admin fee / account holder | $5,777 | $3,368+71.5% | $12,068-52.1% | $2,969+94.6% |