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 | $62,209 | $65,435-4.9% | $86,677-28.2% | $66,914-7.0% |
| Participation rate | 72.0% | 75.5%-3.4pp | 76.6%-4.5pp | 69.8%+2.2pp |
| Annual return | -16.98% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,512 | $2,153-29.8% | $2,836-46.7% | $2,544-40.6% |
| Participant deferral / active EE | $2,767 | $4,100-32.5% | $4,656-40.6% | $4,237-34.7% |
| Admin fee / account holder | $4,185 | $642+552.3% | $7,493-44.2% | $593+605.4% |