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 5-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 | $24,032 | $93,170-74.2% | $100,534-76.1% | $84,808-71.7% |
| Participation rate | 85.4% | 75.8%+9.5pp | 80.6%+4.8pp | 68.3%+17.1pp |
| Annual return | 33.76% | 47.13%-13.4pp | 32.66%+1.1pp | 40.90%-7.1pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,072 | $5,699+59.2% | $6,144+47.7% | $4,212+115.4% |
| Admin fee / account holder | $1,591 | $7,382-78.4% | $7,654-79.2% | $7,344-78.3% |