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 | $58,743 | $109,881-46.5% | $150,045-60.8% | $84,808-30.7% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $313 | $3,561-91.2% | $4,693-93.3% | $2,631-88.1% |
| Participant deferral / active EE | $3,239 | $6,636-51.2% | $7,997-59.5% | $4,212-23.1% |
| Admin fee / account holder | $3,988 | $8,568-53.5% | $13,435-70.3% | $7,344-45.7% |