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 | $100,370 | $85,766+17.0% | $136,294-26.4% | $70,131+43.1% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 12.99% | 31.45%-18.5pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,572 | $2,966+54.1% | $4,695-2.6% | $2,342+95.2% |
| Participant deferral / active EE | $5,694 | $5,051+12.7% | $6,247-8.9% | $3,332+70.9% |
| Admin fee / account holder | $6,726 | $5,420+24.1% | $9,243-27.2% | $4,645+44.8% |