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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,618 | $73,102+67.7% | $123,544-0.8% | $56,287+117.8% |
| Participation rate | 75.9% | 74.3%+1.6pp | 82.3%-6.3pp | 69.9%+6.1pp |
| Annual return | 6.03% | 3.01%+3.0pp | 119.20%-113.2pp | -9.96%+16.0pp |
| Employer contribution / active EE | $2,199 | $2,977-26.1% | $4,628-52.5% | $2,111+4.2% |
| Participant deferral / active EE | $4,367 | $5,423-19.5% | $6,426-32.0% | $3,350+30.4% |
| Admin fee / account holder | $422 | $554-23.8% | $9,284-95.5% | $521-19.0% |