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 | $144,892 | $70,908+104.3% | $98,907+46.5% | $73,488+97.2% |
| Participation rate | 80.7% | 73.8%+7.0pp | 76.0%+4.7pp | 70.7%+10.1pp |
| Annual return | 13.35% | 34.17%-20.8pp | 196.43%-183.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,906 | $2,036-6.4% | $2,689-29.1% | $2,270-16.0% |
| Participant deferral / active EE | $6,883 | $3,500+96.7% | $4,244+62.2% | $3,740+84.1% |
| Admin fee / account holder | $403 | $535-24.7% | $6,642-93.9% | $513-21.5% |