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 7-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 | $48,410 | $79,171-38.9% | $102,423-52.7% | $74,495-35.0% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.6pp | 67.2%+25.8pp |
| Annual return | 38.00% | 54.93%-16.9pp | 29.32%+8.7pp | 1364.94%-1326.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,400 | $4,415+203.5% | $5,053+165.2% | $4,346+208.3% |
| Admin fee / account holder | $576 | $2,001-71.2% | $9,451-93.9% | $1,942-70.3% |