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.
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,357 | $76,050+243.7% | $96,544+170.7% | $71,457+265.8% |
| Participation rate | 95.0% | 74.4%+20.6pp | 76.0%+19.1pp | 67.9%+27.1pp |
| Annual return | 14.38% | 22.81%-8.4pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,355 | $4,215+264.3% | $4,851+216.5% | $4,289+258.0% |
| Admin fee / account holder | $566 | $2,707-79.1% | $8,252-93.1% | $1,587-64.3% |