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 | $27,689 | $62,603-55.8% | $104,294-73.5% | $66,914-58.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -16.01% | -14.70%-1.3pp | 24.61%-40.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,891 | $1,972-4.1% | $3,372-43.9% | $2,544-25.7% |
| Participant deferral / active EE | $2,986 | $2,853+4.7% | $4,625-35.4% | $4,237-29.5% |
| Admin fee / account holder | $3,178 | $656+384.7% | $7,339-56.7% | $593+435.6% |