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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,889 | $88,083-36.5% | $164,813-66.1% | $74,495-25.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.73% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,010 | $2,593-61.0% | $4,341-76.7% | $2,623-61.5% |
| Participant deferral / active EE | $4,877 | $4,498+8.4% | $6,031-19.1% | $4,346+12.2% |
| Admin fee / account holder | $300 | $2,234-86.6% | $12,690-97.6% | $1,942-84.5% |