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 | $14,279 | $95,416-85.0% | $185,823-92.3% | $85,850-83.4% |
| Participation rate | 91.6% | 68.8%+22.8pp | 81.7%+9.9pp | 69.3%+22.3pp |
| Annual return | 24.64% | 23.59%+1.1pp | 122.05%-97.4pp | 318.53%-293.9pp |
| Employer contribution / active EE | $236 | $3,314-92.9% | $5,167-95.4% | $2,565-90.8% |
| Participant deferral / active EE | $1,338 | $3,423-60.9% | $5,568-76.0% | $3,952-66.1% |
| Admin fee / account holder | $330 | $7,213-95.4% | $16,237-98.0% | $6,260-94.7% |