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 | $28,047 | $30,400-7.7% | $53,898-48.0% | $84,808-66.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.68% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $908 | $603+50.6% | $932-2.6% | $2,631-65.5% |
| Participant deferral / active EE | $2,402 | $1,199+100.4% | $1,826+31.5% | $4,212-43.0% |
| Admin fee / account holder | $1,042 | $1,993-47.7% | $2,491-58.1% | $7,344-85.8% |