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 | $46,081 | $82,664-44.3% | $125,339-63.2% | $68,494-32.7% |
| Participation rate | 86.6% | 75.0%+11.6pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -11.10% | -5.97%-5.1pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,989 | $6,110+128.9% | $7,446+87.9% | $4,027+247.4% |
| Admin fee / account holder | $6,186 | $6,275-1.4% | $10,010-38.2% | $5,403+14.5% |