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 | $49,382 | $79,171-37.6% | $102,423-51.8% | $74,495-33.7% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 11.14% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,263 | $2,362+122.8% | $3,023+74.1% | $2,623+100.7% |
| Participant deferral / active EE | $1,849 | $4,415-58.1% | $5,053-63.4% | $4,346-57.4% |
| Admin fee / account holder | $1,597 | $2,001-20.2% | $9,451-83.1% | $1,942-17.8% |