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.)
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 | $19,748 | $54,229-63.6% | $70,092-71.8% | $68,494-71.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -2.09% | -13.87%+11.8pp | 190.73%-192.8pp | -7.84%+5.8pp |
| Employer contribution / active EE | $7,660 | $2,018+279.5% | $2,559+199.3% | $2,596+195.0% |
| Participant deferral / active EE | $19,995 | $2,956+576.5% | $3,849+419.5% | $4,027+396.5% |
| Admin fee / account holder | $9,394 | $4,694+100.1% | $6,267+49.9% | $5,403+73.9% |