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 | $66,365 | $81,460-18.5% | $103,333-35.8% | $80,856-17.9% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 8.47% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $954 | $3,105-69.3% | $3,868-75.3% | $2,755-65.4% |
| Participant deferral / active EE | $2,297 | $3,869-40.6% | $5,057-54.6% | $4,296-46.5% |
| Admin fee / account holder | $10,010 | $6,566+52.4% | $8,355+19.8% | $6,918+44.7% |