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 7-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 | $34,573 | $45,863-24.6% | $77,024-55.1% | $68,494-49.5% |
| Participation rate | 89.0% | 55.9%+33.1pp | 67.9%+21.1pp | 67.9%+21.1pp |
| Annual return | -15.56% | 1.72%-17.3pp | 42.32%-57.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,656 | $1,650+0.4% | $2,812-41.1% | $2,596-36.2% |
| Participant deferral / active EE | $4,184 | $2,962+41.2% | $4,426-5.5% | $4,027+3.9% |
| Admin fee / account holder | $5,085 | $3,041+67.2% | $5,425-6.3% | $5,403-5.9% |