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 | $85,275 | $61,616+38.4% | $105,722-19.3% | $55,167+54.6% |
| Participation rate | 86.6% | 72.9%+13.7pp | 78.9%+7.7pp | 69.0%+17.6pp |
| Annual return | 82.72% | 11.15%+71.6pp | 12.25%+70.5pp | 169.23%-86.5pp |
| Employer contribution / active EE | $608 | $3,043-80.0% | $4,079-85.1% | $1,963-69.0% |
| Participant deferral / active EE | $3,669 | $4,213-12.9% | $5,326-31.1% | $3,054+20.1% |
| Admin fee / account holder | $13,620 | $379+3498.3% | $8,308+63.9% | $504+2603.0% |