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.)
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 | $80,840 | $47,977+68.5% | $154,107-47.5% | $56,287+43.6% |
| Participation rate | 94.0% | 66.2%+27.8pp | 83.0%+11.0pp | 69.9%+24.1pp |
| Annual return | -0.06% | 3.54%-3.6pp | 735.12%-735.2pp | -9.96%+9.9pp |
| Employer contribution / active EE | $800 | $2,169-63.1% | $5,298-84.9% | $2,111-62.1% |
| Participant deferral / active EE | $3,891 | $2,392+62.7% | $5,081-23.4% | $3,350+16.1% |
| Admin fee / account holder | $1,891 | $438+331.6% | $13,411-85.9% | $521+263.1% |