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 | $218,866 | $100,923+116.9% | $150,045+45.9% | $74,304+194.6% |
| Participation rate | 88.3% | 70.1%+18.3pp | 82.3%+6.0pp | 60.3%+28.0pp |
| Annual return | 12.36% | 51.77%-39.4pp | 62.55%-50.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $5,340 | $3,463+54.2% | $4,693+13.8% | $2,241+138.3% |
| Participant deferral / active EE | $6,985 | $6,709+4.1% | $7,997-12.7% | $3,767+85.4% |
| Admin fee / account holder | $7,611 | $2,767+175.1% | $13,435-43.4% | $2,969+156.4% |