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 | $58,857 | $74,927-21.4% | $101,794-42.2% | $84,808-30.6% |
| Participation rate | 85.6% | 61.4%+24.2pp | 69.2%+16.4pp | 68.3%+17.2pp |
| Annual return | 11.93% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,344 | $1,522+316.9% | $2,289+177.2% | $2,631+141.1% |
| Participant deferral / active EE | $1,272 | $3,099-59.0% | $4,084-68.9% | $4,212-69.8% |
| Admin fee / account holder | $4,650 | $6,514-28.6% | $8,777-47.0% | $7,344-36.7% |