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.)
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 | $90,619 | $122,239-25.9% | $184,203-50.8% | $74,495+21.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.09% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,272 | $4,537-5.8% | $6,427-33.5% | $2,623+62.9% |
| Participant deferral / active EE | $5,006 | $7,139-29.9% | $9,131-45.2% | $4,346+15.2% |
| Admin fee / account holder | $3,061 | $1,260+143.0% | $13,901-78.0% | $1,942+57.6% |