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 3-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 | $72,573 | $101,317-28.4% | $146,958-50.6% | $74,495-2.6% |
| Participation rate | 70.1% | 75.5%-5.4pp | 82.2%-12.0pp | 67.2%+2.9pp |
| Annual return | 38.28% | 8730.91%-8692.6pp | 418.34%-380.1pp | 1364.94%-1326.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14,018 | $7,303+92.0% | $8,070+73.7% | $4,346+222.6% |
| Admin fee / account holder | $2,956 | $1,739+70.0% | $12,998-77.3% | $1,942+52.2% |