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 | $63,012 | $100,923-37.6% | $150,045-58.0% | $74,304-15.2% |
| Participation rate | 87.0% | 70.1%+16.9pp | 82.3%+4.7pp | 60.3%+26.7pp |
| Annual return | 6.58% | 51.77%-45.2pp | 62.55%-56.0pp | 29.43%-22.9pp |
| Employer contribution / active EE | $4,122 | $3,463+19.0% | $4,693-12.2% | $2,241+83.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,385 | $2,767-49.9% | $13,435-89.7% | $2,969-53.3% |