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 | $22,959 | $59,107-61.2% | $86,436-73.4% | $68,494-66.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -16.51% | -0.23%-16.3pp | 4394.89%-4411.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,242 | $5,901+107.5% | $6,952+76.1% | $4,027+204.0% |
| Admin fee / account holder | $4,491 | $5,637-20.3% | $6,731-33.3% | $5,403-16.9% |