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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $131,016 | $84,936+54.3% | $111,297+17.7% | $79,386+65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 20.81% | 17.45%+3.4pp | 54.65%-33.8pp | 116.85%-96.0pp |
| Employer contribution / active EE | $496 | $1,979-74.9% | $2,731-81.8% | $2,427-79.6% |
| Participant deferral / active EE | $5,278 | $3,888+35.8% | $4,487+17.6% | $4,046+30.5% |
| Admin fee / account holder | $375 | $537-30.2% | $7,964-95.3% | $626-40.2% |