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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,001 | $81,248+67.4% | $155,509-12.5% | $80,856+68.2% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 17.84% | 33.31%-15.5pp | 64.67%-46.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | -$1,900 | $3,100-161.3% | $4,672-140.7% | $2,755-169.0% |
| Participant deferral / active EE | $8,506 | $3,452+146.4% | $5,626+51.2% | $4,296+98.0% |
| Admin fee / account holder | $2,514 | $7,997-68.6% | $15,912-84.2% | $6,918-63.7% |