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 | $18,937 | $49,177-61.5% | $79,464-76.2% | $64,186-70.5% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -11.00% | -1.16%-9.8pp | 718.14%-729.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,638 | $2,076+27.1% | $2,800-5.8% | $2,381+10.8% |
| Participant deferral / active EE | $3,230 | $2,821+14.5% | $3,704-12.8% | $3,470-6.9% |
| Admin fee / account holder | $1,592 | $3,839-58.5% | $5,113-68.9% | $4,888-67.4% |