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.)
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 | $30,780 | $42,894-28.2% | $60,874-49.4% | $68,494-55.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.98%-2.5pp | 16.90%-33.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,051 | $1,978+155.3% | $2,701+87.0% | $2,596+94.5% |
| Participant deferral / active EE | $5,523 | $2,867+92.7% | $3,817+44.7% | $4,027+37.1% |
| Admin fee / account holder | $2,897 | $3,101-6.6% | $3,224-10.2% | $5,403-46.4% |