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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,816 | $58,083+75.3% | $80,019+27.2% | $56,287+80.9% |
| Participation rate | 80.2% | 73.6%+6.6pp | 75.8%+4.3pp | 69.9%+10.3pp |
| Annual return | -4.25% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $455 | $1,932-76.4% | $2,468-81.6% | $2,111-78.4% |
| Participant deferral / active EE | $1,697 | $3,135-45.9% | $3,686-54.0% | $3,350-49.3% |
| Admin fee / account holder | $484 | $623-22.2% | $6,521-92.6% | $521-7.0% |