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.
Participant 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.)
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 | $133,662 | $95,803+39.5% | $113,168+18.1% | $84,808+57.6% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.1pp |
| Annual return | 8.64% | 25.00%-16.4pp | 24.27%-15.6pp | 40.90%-32.3pp |
| Employer contribution / active EE | $5,760 | $2,360+144.1% | $2,975+93.6% | $2,631+118.9% |
| Participant deferral / active EE | $1,257 | $4,242-70.4% | $5,107-75.4% | $4,212-70.2% |
| Admin fee / account holder | $8,184 | $8,989-9.0% | $12,068-32.2% | $7,344+11.4% |