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 | $136,193 | $109,413+24.5% | $156,263-12.8% | $84,808+60.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 7.55% | 20.18%-12.6pp | 59.47%-51.9pp | 40.90%-33.3pp |
| Employer contribution / active EE | $3,428 | $2,907+17.9% | $4,333-20.9% | $2,631+30.3% |
| Participant deferral / active EE | $5,941 | $4,590+29.4% | $6,158-3.5% | $4,212+41.1% |
| Admin fee / account holder | $6,988 | $9,357-25.3% | $14,255-51.0% | $7,344-4.8% |