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 10-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 | $81,530 | $55,415+47.1% | $155,509-47.6% | $74,495+9.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 7.68% | 268.50%-260.8pp | 64.67%-57.0pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $3,964 | $2,267+74.8% | $4,672-15.2% | $2,623+51.1% |
| Participant deferral / active EE | $4,490 | $2,836+58.3% | $5,626-20.2% | $4,346+3.3% |
| Admin fee / account holder | $16,668 | $1,738+858.9% | $15,912+4.8% | $1,942+758.4% |