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 | $129,790 | $56,423+130.0% | $77,163+68.2% | $71,457+81.6% |
| Participation rate | 87.4% | 64.3%+23.1pp | 69.6%+17.8pp | 67.9%+19.5pp |
| Annual return | 13.59% | 19.05%-5.5pp | 37.87%-24.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $4,526 | $1,866+142.6% | $2,535+78.6% | $2,588+74.9% |
| Participant deferral / active EE | $3,679 | $3,142+17.1% | $3,833-4.0% | $4,289-14.2% |
| Admin fee / account holder | $5,995 | $1,429+319.5% | $5,472+9.5% | $1,587+277.7% |