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 | $59,640 | $86,655-31.2% | $119,609-50.1% | $66,914-10.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -19.06% | -8.00%-11.1pp | -14.97%-4.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,902 | $2,536+14.4% | $4,232-31.4% | $2,544+14.1% |
| Participant deferral / active EE | $2,833 | $4,358-35.0% | $5,602-49.4% | $4,237-33.1% |
| Admin fee / account holder | $1,260 | $755+66.9% | $10,323-87.8% | $593+112.4% |