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.
Participant 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.)
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 | $40,874 | $64,119-36.3% | $112,228-63.6% | $66,914-38.9% |
| Participation rate | 80.2% | 68.5%+11.7pp | 75.1%+5.1pp | 69.8%+10.4pp |
| Annual return | -15.50% | -13.81%-1.7pp | 27.45%-42.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,728 | $3,005+57.3% | $3,635+30.1% | $2,544+85.8% |
| Participant deferral / active EE | $1,640 | $3,693-55.6% | $4,728-65.3% | $4,237-61.3% |
| Admin fee / account holder | $3,356 | $625+436.7% | $6,410-47.6% | $593+465.6% |