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 | $66,130 | $77,813-15.0% | $123,544-46.5% | $64,186+3.0% |
| Participation rate | 92.8% | 74.7%+18.0pp | 82.3%+10.5pp | 69.6%+23.2pp |
| Annual return | -4.65% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,962 | $5,240-43.5% | $6,426-53.9% | $3,470-14.6% |
| Admin fee / account holder | $5,329 | $5,519-3.4% | $9,284-42.6% | $4,888+9.0% |