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 | $169,280 | $45,035+275.9% | $62,995+168.7% | $70,131+141.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.62% | 18.76%-7.1pp | 87.57%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $3,526 | $2,051+71.9% | $2,759+27.8% | $2,342+50.5% |
| Participant deferral / active EE | $5,045 | $2,465+104.7% | $3,329+51.5% | $3,332+51.4% |
| Admin fee / account holder | $929 | $2,834-67.2% | $3,600-74.2% | $4,645-80.0% |