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 | $40,170 | $49,915-19.5% | $154,803-74.1% | $74,304-45.9% |
| Participation rate | 75.8% | 54.0%+21.8pp | 78.1%-2.3pp | 60.3%+15.4pp |
| Annual return | 4.81% | 34.06%-29.2pp | 58.88%-54.1pp | 29.43%-24.6pp |
| Employer contribution / active EE | $678 | $1,611-57.9% | $4,305-84.3% | $2,241-69.8% |
| Participant deferral / active EE | $2,580 | $2,255+14.4% | $5,540-53.4% | $3,767-31.5% |
| Admin fee / account holder | $319 | $2,189-85.4% | $14,329-97.8% | $2,969-89.3% |