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 | $94,203 | $49,227+91.4% | $70,449+33.7% | $79,858+18.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.54% | 30.06%-25.5pp | 109.03%-104.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $6,774 | $2,099+222.7% | $2,737+147.5% | $2,471+174.2% |
| Participant deferral / active EE | $7,650 | $2,768+176.4% | $3,709+106.3% | $3,740+104.5% |
| Admin fee / account holder | $1,877 | $2,878-34.8% | $3,845-51.2% | $5,306-64.6% |