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 7-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 | $22,186 | $59,159-62.5% | $159,960-86.1% | $66,914-66.8% |
| Participation rate | 83.0% | 68.1%+14.9pp | 78.0%+5.1pp | 69.8%+13.2pp |
| Annual return | -18.40% | -12.26%-6.1pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $838 | $1,983-57.7% | $4,226-80.2% | $2,544-67.1% |
| Participant deferral / active EE | $3,107 | $4,395-29.3% | $6,182-49.7% | $4,237-26.7% |
| Admin fee / account holder | $2,226 | $591+276.8% | $8,698-74.4% | $593+275.2% |