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 | $45,422 | $69,362-34.5% | $101,248-55.1% | $73,488-38.2% |
| Participation rate | 94.5% | 68.4%+26.1pp | 75.8%+18.7pp | 70.7%+23.8pp |
| Annual return | 15.33% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $553 | $2,628-78.9% | $3,660-84.9% | $2,270-75.6% |
| Participant deferral / active EE | $3,843 | $3,300+16.5% | $4,370-12.1% | $3,740+2.8% |
| Admin fee / account holder | $1,121 | $704+59.4% | $5,945-81.1% | $513+118.6% |