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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,256 | $109,413-47.7% | $156,263-63.4% | $84,808-32.5% |
| Participation rate | 87.7% | 72.7%+15.0pp | 78.9%+8.8pp | 68.3%+19.4pp |
| Annual return | 13.05% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $162 | $2,907-94.4% | $4,333-96.3% | $2,631-93.8% |
| Participant deferral / active EE | $3,562 | $4,590-22.4% | $6,158-42.2% | $4,212-15.4% |
| Admin fee / account holder | $9,843 | $9,357+5.2% | $14,255-31.0% | $7,344+34.0% |