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.)
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 | $154,802 | $81,208+90.6% | $98,907+56.5% | $79,858+93.8% |
| Participation rate | 82.6% | 72.5%+10.1pp | 76.0%+6.5pp | 69.6%+12.9pp |
| Annual return | 21.03% | 60.99%-40.0pp | 196.43%-175.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $682 | $1,960-65.2% | $2,689-74.6% | $2,471-72.4% |
| Participant deferral / active EE | $2,557 | $3,265-21.7% | $4,244-39.7% | $3,740-31.6% |
| Admin fee / account holder | $426 | $6,013-92.9% | $6,642-93.6% | $5,306-92.0% |