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.
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 | $1,737 | $24,730-93.0% | $66,042-97.4% | $84,808-98.0% |
| Participation rate | 83.6% | 68.1%+15.5pp | 67.5%+16.1pp | 68.3%+15.3pp |
| Annual return | 7.77% | 79.55%-71.8pp | 52.11%-44.3pp | 40.90%-33.1pp |
| Employer contribution / active EE | $584 | $857-31.8% | $1,579-63.0% | $2,631-77.8% |
| Participant deferral / active EE | $1,336 | $1,737-23.1% | $2,835-52.9% | $4,212-68.3% |
| Admin fee / account holder | $379 | $3,014-87.4% | $5,747-93.4% | $7,344-94.8% |