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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,406 | $62,002+100.7% | $93,606+32.9% | - |
| Participation rate | 93.9% | 71.3%+22.6pp | 75.8%+18.1pp | - |
| Annual return | 27.68% | 20.75%+6.9pp | 32.76%-5.1pp | - |
| Employer contribution / active EE | $541 | $1,327-59.2% | $2,718-80.1% | - |
| Participant deferral / active EE | $2,092 | $2,563-18.4% | $4,069-48.6% | - |
| Admin fee / account holder | $392 | $6,149-93.6% | $7,888-95.0% | - |