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 | $178,048 | $101,724+75.0% | $164,813+8.0% | $80,856+120.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | 9.15% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.4pp |
| Employer contribution / active EE | $6,534 | $2,953+121.2% | $4,341+50.5% | $2,755+137.2% |
| Participant deferral / active EE | $7,674 | $4,477+71.4% | $6,031+27.2% | $4,296+78.6% |
| Admin fee / account holder | $7,681 | $8,227-6.6% | $12,690-39.5% | $6,918+11.0% |