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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,516 | $57,354-66.0% | $83,848-76.7% | $64,186-69.6% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.0pp | 69.6%+18.6pp |
| Annual return | -6.44% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $212 | $2,545-91.7% | $3,631-94.2% | $2,381-91.1% |
| Participant deferral / active EE | $2,118 | $2,993-29.2% | $4,082-48.1% | $3,470-38.9% |
| Admin fee / account holder | $696 | $4,046-82.8% | $5,478-87.3% | $4,888-85.8% |