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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,955 | $64,707-5.8% | $112,228-45.7% | $68,494-11.0% |
| Participation rate | 70.9% | 67.2%+3.8pp | 75.1%-4.2pp | 67.9%+3.0pp |
| Annual return | -17.57% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,331 | $2,746-15.1% | $3,635-35.9% | $2,596-10.2% |
| Participant deferral / active EE | $4,407 | $3,565+23.6% | $4,728-6.8% | $4,027+9.4% |
| Admin fee / account holder | $319 | $5,232-93.9% | $6,410-95.0% | $5,403-94.1% |