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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,919 | $67,984+76.4% | $65,493+83.1% | $74,304+61.4% |
| Participation rate | 93.3% | 66.3%+27.0pp | 73.1%+20.2pp | 60.3%+33.0pp |
| Annual return | 13.46% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $844 | $2,491-66.1% | $2,574-67.2% | $2,241-62.4% |
| Participant deferral / active EE | $1,369 | $3,346-59.1% | $3,961-65.4% | $3,767-63.6% |
| Admin fee / account holder | $502 | $1,373-63.4% | $5,028-90.0% | $2,969-83.1% |