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.)
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 | $31,380 | $61,272-48.8% | $149,673-79.0% | $71,457-56.1% |
| Participation rate | 72.8% | 62.5%+10.3pp | 78.8%-6.0pp | 67.9%+4.9pp |
| Annual return | 17.04% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,218 | $2,378-48.8% | $4,818-74.7% | $2,588-52.9% |
| Participant deferral / active EE | $2,695 | $2,917-7.6% | $5,680-52.6% | $4,289-37.2% |
| Admin fee / account holder | $6,391 | $1,261+406.6% | $13,210-51.6% | $1,587+302.6% |