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.
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 | $144,937 | $132,049+9.8% | $200,582-27.7% | $74,304+95.1% |
| Participation rate | 93.6% | 84.1%+9.5pp | 86.9%+6.7pp | 60.3%+33.2pp |
| Annual return | 6.32% | 22.22%-15.9pp | 42.33%-36.0pp | 29.43%-23.1pp |
| Employer contribution / active EE | $5,055 | $4,558+10.9% | $6,419-21.2% | $2,241+125.6% |
| Participant deferral / active EE | $9,837 | $7,213+36.4% | $9,331+5.4% | $3,767+161.1% |
| Admin fee / account holder | $3,002 | $2,405+24.9% | $16,305-81.6% | $2,969+1.1% |