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 8-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 | $2,041 | $22,587-91.0% | $65,255-96.9% | $75,163-97.3% |
| Participation rate | 84.9% | 63.1%+21.8pp | 65.0%+19.9pp | 67.2%+17.7pp |
| Annual return | 18.91% | 71.03%-52.1pp | 47.35%-28.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,605 | $1,695-5.3% | $2,831-43.3% | $4,125-61.1% |
| Admin fee / account holder | $647 | $1,876-65.5% | $4,112-84.3% | $5,651-88.6% |