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 | $47,349 | $56,053-15.5% | $75,972-37.7% | $80,856-41.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 6.48% | 20.53%-14.1pp | 359.55%-353.1pp | 35.59%-29.1pp |
| Employer contribution / active EE | $2,613 | $1,874+39.4% | $2,685-2.7% | $2,755-5.1% |
| Participant deferral / active EE | $3,322 | $3,052+8.8% | $4,255-21.9% | $4,296-22.7% |
| Admin fee / account holder | $2,638 | $5,234-49.6% | $6,467-59.2% | $6,918-61.9% |