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.)
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 | $46,410 | $82,664-43.9% | $125,339-63.0% | $68,494-32.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,068 | $3,381-38.8% | $4,814-57.0% | $2,596-20.3% |
| Participant deferral / active EE | $5,823 | $6,110-4.7% | $7,446-21.8% | $4,027+44.6% |
| Admin fee / account holder | $2,343 | $6,275-62.7% | $10,010-76.6% | $5,403-56.6% |