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 | $164,121 | $43,327+278.8% | $59,878+174.1% | $64,186+155.7% |
| Participation rate | 98.6% | 69.2%+29.4pp | 74.7%+23.9pp | 69.6%+29.0pp |
| Annual return | -1.85% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,927 | $2,028+142.9% | $2,722+81.0% | $2,381+106.9% |
| Participant deferral / active EE | $6,820 | $2,546+167.9% | $3,402+100.5% | $3,470+96.6% |
| Admin fee / account holder | $869 | $3,005-71.1% | $3,590-75.8% | $4,888-82.2% |