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 | $76,053 | $76,912-1.1% | $129,110-41.1% | $68,494+11.0% |
| Participation rate | 96.4% | 69.1%+27.3pp | 77.3%+19.2pp | 67.9%+28.5pp |
| Annual return | -13.98% | -9.78%-4.2pp | -10.94%-3.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,871 | $3,243+81.1% | $5,052+16.2% | $2,596+126.1% |
| Participant deferral / active EE | $4,419 | $4,732-6.6% | $6,542-32.5% | $4,027+9.7% |
| Admin fee / account holder | $2,532 | $6,638-61.9% | $14,302-82.3% | $5,403-53.1% |