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 | $216,961 | $65,561+230.9% | $86,188+151.7% | $75,163+188.7% |
| Participation rate | 97.5% | 60.5%+37.0pp | 69.0%+28.6pp | 67.2%+30.3pp |
| Annual return | 4.47% | 46.05%-41.6pp | 1168.45%-1164.0pp | 160.62%-156.1pp |
| Employer contribution / active EE | $20,873 | $1,553+1244.4% | $2,380+777.0% | $2,670+681.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,215 | $5,474-23.0% | $6,852-38.5% | $5,651-25.4% |