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 | $54,068 | $56,443-4.2% | $83,848-35.5% | $55,725-3.0% |
| Participation rate | 98.1% | 72.0%+26.0pp | 76.1%+21.9pp | 70.9%+27.2pp |
| Annual return | -5.98% | 393.67%-399.7pp | 850.88%-856.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $3,536 | $2,682+31.8% | $3,631-2.6% | $2,078+70.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $357 | $156+128.4% | $5,478-93.5% | $115+209.8% |