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 | $70,792 | $76,050-6.9% | $96,544-26.7% | $71,457-0.9% |
| Participation rate | 96.2% | 74.4%+21.7pp | 76.0%+20.2pp | 67.9%+28.2pp |
| Annual return | 12.44% | 22.81%-10.4pp | 25.84%-13.4pp | 28.85%-16.4pp |
| Employer contribution / active EE | $991 | $2,244-55.8% | $2,965-66.6% | $2,588-61.7% |
| Participant deferral / active EE | $4,762 | $4,215+13.0% | $4,851-1.8% | $4,289+11.0% |
| Admin fee / account holder | $5,123 | $2,707+89.2% | $8,252-37.9% | $1,587+222.7% |