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 | $103,416 | $98,750+4.7% | $149,696-30.9% | $79,858+29.5% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 15.77% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,656 | $3,216+44.8% | $4,644+0.3% | $2,471+88.4% |
| Participant deferral / active EE | $9,245 | $5,680+62.8% | $6,842+35.1% | $3,740+147.2% |
| Admin fee / account holder | $636 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |