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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,214 | $55,371+37.6% | $95,585-20.3% | $74,304+2.6% |
| Participation rate | 100.0% | 53.8%+46.2pp | 72.1%+27.9pp | 60.3%+39.7pp |
| Annual return | 5.79% | 24.26%-18.5pp | 38.56%-32.8pp | 29.43%-23.6pp |
| Employer contribution / active EE | $5,769 | $1,437+301.4% | $2,527+128.3% | $2,241+157.4% |
| Participant deferral / active EE | $0 | $2,955-100.0% | $4,023-100.0% | $3,767-100.0% |
| Admin fee / account holder | $497 | $2,620-81.0% | $6,127-91.9% | $2,969-83.2% |