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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,535 | $77,503+38.8% | $100,391+7.1% | $80,856+33.0% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.4pp | 67.6%+28.2pp |
| Annual return | 12.24% | 37.20%-25.0pp | 49.20%-37.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,759 | $2,801+141.3% | $3,942+71.5% | $2,755+145.4% |
| Participant deferral / active EE | $13,736 | $6,820+101.4% | $8,082+70.0% | $4,296+219.7% |
| Admin fee / account holder | $17,201 | $5,897+191.7% | $7,899+117.8% | $6,918+148.6% |