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.
Participant 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 | $65,359 | $82,664-20.9% | $125,339-47.9% | $68,494-4.6% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -4.81% | -5.97%+1.2pp | 572.05%-576.9pp | -7.84%+3.0pp |
| Employer contribution / active EE | $4,814 | $3,381+42.4% | $4,8140% | $2,596+85.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,507 | $6,275-76.0% | $10,010-84.9% | $5,403-72.1% |