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.)
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 | $75,709 | $84,487-10.4% | $125,339-39.6% | $66,914+13.1% |
| Participation rate | 78.7% | 76.4%+2.3pp | 82.4%-3.7pp | 69.8%+8.9pp |
| Annual return | -20.65% | -8.39%-12.3pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $785 | $3,553-77.9% | $4,814-83.7% | $2,544-69.1% |
| Participant deferral / active EE | $12,221 | $6,781+80.2% | $7,446+64.1% | $4,237+188.4% |
| Admin fee / account holder | $14,666 | $685+2041.0% | $10,010+46.5% | $593+2372.1% |