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 6-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 | $17,042 | $37,393-54.4% | $77,024-77.9% | $66,914-74.5% |
| Participation rate | 86.7% | 52.9%+33.9pp | 67.9%+18.8pp | 69.8%+16.9pp |
| Annual return | 11.63% | -3.29%+14.9pp | 42.32%-30.7pp | 1.58%+10.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,681 | $2,617+269.9% | $4,426+118.7% | $4,237+128.5% |
| Admin fee / account holder | $370 | $567-34.8% | $5,425-93.2% | $593-37.7% |