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 | $60,806 | $74,927-18.8% | $101,794-40.3% | $84,808-28.3% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.2%+15.4pp | 68.3%+16.2pp |
| Annual return | 8.20% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $785 | $1,522-48.4% | $2,289-65.7% | $2,631-70.2% |
| Participant deferral / active EE | $1,280 | $3,099-58.7% | $4,084-68.7% | $4,212-69.6% |
| Admin fee / account holder | $9,012 | $6,514+38.4% | $8,777+2.7% | $7,344+22.7% |