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 | $72,612 | $66,302+9.5% | $110,238-34.1% | $56,287+29.0% |
| Participation rate | 71.8% | 74.9%-3.1pp | 79.8%-8.0pp | 69.9%+2.0pp |
| Annual return | -4.08% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,477 | $2,047-27.8% | $3,826-61.4% | $2,111-30.0% |
| Participant deferral / active EE | $3,416 | $3,381+1.0% | $4,672-26.9% | $3,350+2.0% |
| Admin fee / account holder | $706 | $698+1.0% | $8,547-91.7% | $521+35.5% |