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 | $34,867 | $82,664-57.8% | $125,339-72.2% | $68,494-49.1% |
| Participation rate | 92.4% | 75.0%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,318 | $3,381-61.0% | $4,814-72.6% | $2,596-49.2% |
| Participant deferral / active EE | $5,160 | $6,110-15.6% | $7,446-30.7% | $4,027+28.1% |
| Admin fee / account holder | $2,161 | $6,275-65.6% | $10,010-78.4% | $5,403-60.0% |