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 | $69,017 | $46,553+48.3% | $64,056+7.7% | $75,163-8.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.02% | 26.03%-18.0pp | 33.69%-25.7pp | 160.62%-152.6pp |
| Employer contribution / active EE | $2,666 | $1,974+35.1% | $2,747-2.9% | $2,670-0.1% |
| Participant deferral / active EE | $1,954 | $2,837-31.1% | $3,880-49.6% | $4,125-52.6% |
| Admin fee / account holder | $5,448 | $2,952+84.6% | $3,068+77.6% | $5,651-3.6% |