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 4-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.)
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 | $23,634 | $59,107-60.0% | $86,436-72.7% | $68,494-65.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -0.18% | -0.23%+0.1pp | 4394.89%-4395.1pp | -7.84%+7.7pp |
| Employer contribution / active EE | $3,339 | $2,519+32.6% | $3,769-11.4% | $2,596+28.6% |
| Participant deferral / active EE | $10,175 | $5,901+72.4% | $6,952+46.4% | $4,027+152.7% |
| Admin fee / account holder | $708 | $5,637-87.4% | $6,731-89.5% | $5,403-86.9% |