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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,371 | $48,046+67.3% | $84,611-5.0% | $72,985+10.1% |
| Participation rate | 98.8% | 57.6%+41.2pp | 68.2%+30.5pp | 69.5%+29.3pp |
| Annual return | 15.93% | 37.38%-21.5pp | 258.74%-242.8pp | 81.00%-65.1pp |
| Employer contribution / active EE | $6,626 | $1,602+313.7% | $2,652+149.8% | $2,440+171.6% |
| Participant deferral / active EE | $2,695 | $2,680+0.5% | $3,899-30.9% | $3,607-25.3% |
| Admin fee / account holder | $4,538 | $3,395+33.7% | $4,912-7.6% | $5,124-11.4% |