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 9-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 | $30,194 | $66,813-54.8% | $100,516-70.0% | $73,488-58.9% |
| Participation rate | 80.4% | 77.5%+2.9pp | 79.4%+1.0pp | 70.7%+9.7pp |
| Annual return | 21.45% | 25.70%-4.2pp | 30.89%-9.4pp | 28.51%-7.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,439 | $5,883-41.5% | $6,270-45.2% | $3,740-8.0% |
| Admin fee / account holder | $316 | $512-38.2% | $8,081-96.1% | $513-38.4% |