Filings through .
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,120 | $159,602-39.1% | $150,045-35.3% | $142,382-31.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 6.46% | 70.24%-63.8pp | 62.55%-56.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,081 | $4,961-58.1% | $4,693-55.7% | $4,299-51.6% |
| Participant deferral / active EE | $3,452 | $8,310-58.5% | $7,997-56.8% | $6,507-47.0% |
| Admin fee / account holder | $80,060 | $14,846+439.3% | $13,435+495.9% | $12,624+534.2% |