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.)
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 | $62,931 | $183,540-65.7% | $92,893-32.3% | - |
| Participation rate | 89.9% | 69.1%+20.8pp | 76.0%+13.9pp | - |
| Annual return | 0.82% | 7.80%-7.0pp | 109.41%-108.6pp | - |
| Employer contribution / active EE | $1,314 | $2,217-40.7% | $3,653-64.0% | - |
| Participant deferral / active EE | $3,331 | $3,031+9.9% | $4,236-21.4% | - |
| Admin fee / account holder | $2,688 | $9,074-70.4% | $5,794-53.6% | - |