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 | $59,330 | $138,347-57.1% | $184,203-67.8% | $80,856-26.6% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+14.0pp |
| Annual return | 10.80% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,229 | $4,850-54.0% | $6,427-65.3% | $2,755-19.1% |
| Participant deferral / active EE | $3,994 | $7,071-43.5% | $9,131-56.3% | $4,296-7.0% |
| Admin fee / account holder | $3,991 | $10,483-61.9% | $13,901-71.3% | $6,918-42.3% |