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.)
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 | $76,535 | $82,664-7.4% | $125,339-38.9% | $68,494+11.7% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -20.30% | -5.97%-14.3pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,873 | $6,110+192.5% | $7,446+140.0% | $4,027+343.8% |
| Admin fee / account holder | $2,585 | $6,275-58.8% | $10,010-74.2% | $5,403-52.1% |