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 | $60,041 | $125,758-52.3% | $169,993-64.7% | $75,163-20.1% |
| Participation rate | 96.5% | 83.6%+12.9pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 25.68% | 27.20%-1.5pp | 53.37%-27.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,100 | $4,615-76.2% | $6,785-83.8% | $2,670-58.8% |
| Participant deferral / active EE | $3,843 | $6,837-43.8% | $10,408-63.1% | $4,125-6.8% |
| Admin fee / account holder | $1,282 | $8,173-84.3% | $12,815-90.0% | $5,651-77.3% |