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.
Participant 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 | $62,878 | $42,548+47.8% | $74,550-15.7% | $56,287+11.7% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.1%+12.6pp | 69.9%+11.9pp |
| Annual return | -5.47% | 12.40%-17.9pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $666 | $855-22.2% | $1,961-66.1% | $2,111-68.5% |
| Participant deferral / active EE | $831 | $2,277-63.5% | $3,108-73.2% | $3,350-75.2% |
| Admin fee / account holder | $825 | $467+76.6% | $5,060-83.7% | $521+58.4% |