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 | $32,126 | $39,122-17.9% | $57,179-43.8% | $62,891-48.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.41% | 9.23%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,817 | $1,874+103.6% | $2,682+42.3% | $2,281+67.3% |
| Participant deferral / active EE | $1,944 | $2,374-18.1% | $3,096-37.2% | $3,203-39.3% |
| Admin fee / account holder | $815 | $2,592-68.6% | $3,139-74.0% | $4,296-81.0% |