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.
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 | $73,064 | $84,487-13.5% | $125,339-41.7% | $66,914+9.2% |
| Participation rate | 77.9% | 76.4%+1.5pp | 82.4%-4.5pp | 69.8%+8.1pp |
| Annual return | -1.88% | -8.39%+6.5pp | 572.05%-573.9pp | 1.58%-3.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,202 | $6,781-23.3% | $7,446-30.1% | $4,237+22.8% |
| Admin fee / account holder | $10,110 | $685+1375.8% | $10,010+1.0% | $593+1604.1% |