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 | $83,789 | $91,190-8.1% | $178,490-53.1% | $79,858+4.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.57% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,454 | $3,256+36.8% | $5,011-11.1% | $2,471+80.3% |
| Participant deferral / active EE | $3,463 | $3,236+7.0% | $5,202-33.4% | $3,740-7.4% |
| Admin fee / account holder | $3,027 | $6,751-55.2% | $13,984-78.4% | $5,306-43.0% |