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 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 | $203,683 | $49,227+313.8% | $70,449+189.1% | $79,858+155.1% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 69.6%+2.0pp |
| Annual return | 24.11% | 30.06%-6.0pp | 109.03%-84.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $2,223 | $2,099+5.9% | $2,737-18.8% | $2,471-10.0% |
| Participant deferral / active EE | $3,847 | $2,768+39.0% | $3,709+3.7% | $3,740+2.9% |
| Admin fee / account holder | $309 | $2,878-89.3% | $3,845-92.0% | $5,306-94.2% |