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 | $29,503 | $48,046-38.6% | $84,611-65.1% | $72,985-59.6% |
| Participation rate | 94.0% | 57.6%+36.5pp | 68.2%+25.8pp | 69.5%+24.6pp |
| Annual return | 6.16% | 37.38%-31.2pp | 258.74%-252.6pp | 81.00%-74.8pp |
| Employer contribution / active EE | $2,991 | $1,602+86.7% | $2,652+12.8% | $2,440+22.6% |
| Participant deferral / active EE | $1,802 | $2,680-32.8% | $3,899-53.8% | $3,607-50.0% |
| Admin fee / account holder | $4,381 | $3,395+29.1% | $4,912-10.8% | $5,124-14.5% |