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 | $62,050 | $89,753-30.9% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 71.3% | 68.1%+3.2pp | 75.1%-3.8pp | 68.3%+3.0pp |
| Annual return | 16.84% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $616 | $3,113-80.2% | $3,754-83.6% | $2,631-76.6% |
| Participant deferral / active EE | $3,299 | $4,056-18.7% | $5,116-35.5% | $4,212-21.7% |
| Admin fee / account holder | $1,773 | $7,222-75.5% | $8,919-80.1% | $7,344-75.9% |