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 6-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 | $17,254 | $81,248-78.8% | $155,509-88.9% | $80,856-78.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.89% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $3,215 | $3,100+3.7% | $4,672-31.2% | $2,755+16.7% |
| Participant deferral / active EE | $1,999 | $3,452-42.1% | $5,626-64.5% | $4,296-53.5% |
| Admin fee / account holder | $1,628 | $7,997-79.6% | $15,912-89.8% | $6,918-76.5% |