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 | $28,566 | $58,208-50.9% | $81,812-65.1% | $80,856-64.7% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 9.65% | 41.66%-32.0pp | 773.79%-764.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,514 | $2,340+92.9% | $2,912+55.0% | $2,755+63.8% |
| Participant deferral / active EE | $1,093 | $3,281-66.7% | $4,319-74.7% | $4,296-74.5% |
| Admin fee / account holder | $10,851 | $4,981+117.8% | $7,386+46.9% | $6,918+56.8% |