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 | $71,547 | $87,870-18.6% | $113,168-36.8% | $74,304-3.7% |
| Participation rate | 79.5% | 70.7%+8.7pp | 76.6%+2.9pp | 60.3%+19.1pp |
| Annual return | 15.75% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $472 | $2,277-79.3% | $2,975-84.1% | $2,241-78.9% |
| Participant deferral / active EE | $4,720 | $4,241+11.3% | $5,107-7.6% | $3,767+25.3% |
| Admin fee / account holder | $1,000 | $3,368-70.3% | $12,068-91.7% | $2,969-66.3% |