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.
Employer 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 | $38,587 | $79,013-51.2% | $100,391-61.6% | $74,495-48.2% |
| Participation rate | 89.1% | 79.5%+9.6pp | 81.5%+7.6pp | 67.2%+21.9pp |
| Annual return | 54.02% | 20.41%+33.6pp | 49.20%+4.8pp | 1364.94%-1310.9pp |
| Employer contribution / active EE | $55 | $3,021-98.2% | $3,942-98.6% | $2,623-97.9% |
| Participant deferral / active EE | $11,613 | $7,760+49.7% | $8,082+43.7% | $4,346+167.2% |
| Admin fee / account holder | $781 | $1,320-40.9% | $7,899-90.1% | $1,942-59.8% |