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 | $62,001 | $69,362-10.6% | $101,248-38.8% | $73,488-15.6% |
| Participation rate | 89.2% | 68.4%+20.8pp | 75.8%+13.4pp | 70.7%+18.5pp |
| Annual return | 22.93% | 18.46%+4.5pp | 46.47%-23.5pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,293 | $2,628-12.7% | $3,660-37.3% | $2,270+1.0% |
| Participant deferral / active EE | $8,755 | $3,300+165.3% | $4,370+100.3% | $3,740+134.1% |
| Admin fee / account holder | $406 | $704-42.3% | $5,945-93.2% | $513-20.8% |