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 | $37,909 | $45,073-15.9% | $69,455-45.4% | $72,985-48.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 7.45% | 22.65%-15.2pp | 28.97%-21.5pp | 81.00%-73.6pp |
| Employer contribution / active EE | $2,426 | $2,054+18.1% | $2,779-12.7% | $2,440-0.6% |
| Participant deferral / active EE | $2,021 | $2,602-22.3% | $3,535-42.8% | $3,607-44.0% |
| Admin fee / account holder | $438 | $3,056-85.7% | $3,839-88.6% | $5,124-91.5% |