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 | $202,806 | $148,978+36.1% | $200,582+1.1% | $84,808+139.1% |
| Participation rate | 98.8% | 84.2%+14.5pp | 86.9%+11.9pp | 68.3%+30.4pp |
| Annual return | 11.86% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,513 | $4,815+35.3% | $6,419+1.5% | $2,631+147.5% |
| Participant deferral / active EE | $7,698 | $7,142+7.8% | $9,331-17.5% | $4,212+82.8% |
| Admin fee / account holder | $24,440 | $13,977+74.9% | $16,305+49.9% | $7,344+232.8% |