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 | $156,336 | $58,083+169.2% | $80,019+95.4% | $56,287+177.8% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.8%+23.2pp | 69.9%+29.2pp |
| Annual return | -6.95% | 34.61%-41.6pp | 11.22%-18.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $10,412 | $1,932+438.9% | $2,468+321.9% | $2,111+393.2% |
| Participant deferral / active EE | $8,072 | $3,135+157.5% | $3,686+119.0% | $3,350+141.0% |
| Admin fee / account holder | $7,667 | $623+1131.5% | $6,521+17.6% | $521+1371.8% |