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 | $50,389 | $66,098-23.8% | $101,794-50.5% | $74,304-32.2% |
| Participation rate | 87.4% | 53.8%+33.6pp | 69.2%+18.2pp | 60.3%+27.0pp |
| Annual return | 10.13% | 19.59%-9.5pp | 30.53%-20.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $998 | $1,082-7.8% | $2,289-56.4% | $2,241-55.5% |
| Participant deferral / active EE | $879 | $2,781-68.4% | $4,084-78.5% | $3,767-76.7% |
| Admin fee / account holder | $1,450 | $4,146-65.0% | $8,777-83.5% | $2,969-51.2% |