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.
Participant 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.)
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 | $87,592 | $78,422+11.7% | $95,952-8.7% | $79,858+9.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 2.80% | 19.37%-16.6pp | 91.61%-88.8pp | 31.71%-28.9pp |
| Employer contribution / active EE | $5,988 | $1,945+207.8% | $2,541+135.6% | $2,471+142.3% |
| Participant deferral / active EE | $906 | $3,440-73.7% | $4,167-78.3% | $3,740-75.8% |
| Admin fee / account holder | $4,385 | $5,622-22.0% | $6,795-35.5% | $5,306-17.4% |