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 | $78,783 | $64,707+21.8% | $112,228-29.8% | $68,494+15.0% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $7,808 | $2,746+184.4% | $3,635+114.8% | $2,596+200.7% |
| Participant deferral / active EE | $4,650 | $3,565+30.4% | $4,728-1.6% | $4,027+15.5% |
| Admin fee / account holder | $7,727 | $5,232+47.7% | $6,410+20.6% | $5,403+43.0% |