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 8-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 | $114,673 | $89,753+27.8% | $107,525+6.6% | $84,808+35.2% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | 12.74% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $10,209 | $3,113+227.9% | $3,754+172.0% | $2,631+288.0% |
| Participant deferral / active EE | $4,665 | $4,056+15.0% | $5,116-8.8% | $4,212+10.8% |
| Admin fee / account holder | $15,727 | $7,222+117.8% | $8,919+76.3% | $7,344+114.2% |