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 5-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 | $25,550 | $45,863-44.3% | $77,024-66.8% | $68,494-62.7% |
| Participation rate | 91.6% | 55.9%+35.7pp | 67.9%+23.7pp | 67.9%+23.7pp |
| Annual return | -16.09% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,446 | $1,650-12.4% | $2,812-48.6% | $2,596-44.3% |
| Participant deferral / active EE | $2,610 | $2,962-11.9% | $4,426-41.0% | $4,027-35.2% |
| Admin fee / account holder | $762 | $3,041-74.9% | $5,425-86.0% | $5,403-85.9% |