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.
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.)
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 | $25,820 | $77,813-66.8% | $123,544-79.1% | $64,186-59.8% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -8.11% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $775 | $3,014-74.3% | $4,628-83.3% | $2,381-67.5% |
| Participant deferral / active EE | $1,939 | $5,240-63.0% | $6,426-69.8% | $3,470-44.1% |
| Admin fee / account holder | $535 | $5,519-90.3% | $9,284-94.2% | $4,888-89.1% |