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 | $10,081 | $48,230-79.1% | $67,502-85.1% | $80,856-87.5% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.6%+24.8pp |
| Annual return | 10.06% | 18.28%-8.2pp | 3512.12%-3502.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,249 | $2,020-38.2% | $2,731-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $2,736 | $2,924-6.4% | $4,000-31.6% | $4,296-36.3% |
| Admin fee / account holder | $571 | $3,681-84.5% | $3,998-85.7% | $6,918-91.7% |