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 | $82,554 | $86,944-5.0% | $107,525-23.2% | $74,304+11.1% |
| Participation rate | 84.5% | 59.6%+25.0pp | 75.1%+9.5pp | 60.3%+24.2pp |
| Annual return | 5.97% | 23.52%-17.5pp | 181.32%-175.3pp | 29.43%-23.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,539 | $3,554+84.0% | $5,116+27.8% | $3,767+73.6% |
| Admin fee / account holder | $6,117 | $3,727+64.2% | $8,919-31.4% | $2,969+106.1% |