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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,945 | $100,923+76.3% | $150,045+18.6% | $74,304+139.5% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.3%+12.5pp | 60.3%+34.4pp |
| Annual return | 20.59% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.8pp |
| Employer contribution / active EE | $8,080 | $3,463+133.3% | $4,693+72.2% | $2,241+260.5% |
| Participant deferral / active EE | $18,713 | $6,709+178.9% | $7,997+134.0% | $3,767+396.7% |
| Admin fee / account holder | $338 | $2,767-87.8% | $13,435-97.5% | $2,969-88.6% |