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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,868 | $119,446-39.8% | $150,045-52.1% | $85,563-16.0% |
| Participation rate | 84.3% | 75.4%+8.9pp | 82.3%+2.0pp | 66.0%+18.3pp |
| Annual return | 11.16% | 23.72%-12.6pp | 62.55%-51.4pp | 31.51%-20.4pp |
| Employer contribution / active EE | $3,857 | $4,078-5.4% | $4,693-17.8% | $2,654+45.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $895 | $548+63.5% | $13,435-93.3% | $834+7.3% |