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.)
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 | $37,113 | $71,883-48.4% | $86,677-57.2% | $68,494-45.8% |
| Participation rate | 92.5% | 72.2%+20.2pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,342 | $2,173+7.8% | $2,836-17.4% | $2,596-9.8% |
| Participant deferral / active EE | $4,577 | $3,779+21.1% | $4,656-1.7% | $4,027+13.6% |
| Admin fee / account holder | $3,506 | $6,112-42.6% | $7,493-53.2% | $5,403-35.1% |