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 | $23,282 | $59,107-60.6% | $86,436-73.1% | $68,494-66.0% |
| Participation rate | 89.6% | 75.2%+14.3pp | 80.3%+9.3pp | 67.9%+21.7pp |
| Annual return | -12.45% | -0.23%-12.2pp | 4394.89%-4407.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,849 | $5,901+66.9% | $6,952+41.7% | $4,027+144.6% |
| Admin fee / account holder | $1,931 | $5,637-65.7% | $6,731-71.3% | $5,403-64.3% |