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 | $82,017 | $59,263+38.4% | $96,562-15.1% | $79,386+3.3% |
| Participation rate | 79.1% | 61.9%+17.2pp | 69.8%+9.3pp | 70.7%+8.4pp |
| Annual return | 19.91% | 27.07%-7.2pp | 37.78%-17.9pp | 116.85%-96.9pp |
| Employer contribution / active EE | $853 | $1,216-29.8% | $2,356-63.8% | $2,427-64.9% |
| Participant deferral / active EE | $4,652 | $2,948+57.8% | $3,849+20.9% | $4,046+15.0% |
| Admin fee / account holder | $375 | $658-43.1% | $6,181-93.9% | $626-40.1% |