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 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 | $224,600 | $84,233+166.6% | $170,442+31.8% | $70,131+220.3% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 17.32% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $5,484 | $3,387+61.9% | $5,433+0.9% | $2,342+134.1% |
| Participant deferral / active EE | $12,429 | $3,086+302.8% | $4,939+151.6% | $3,332+273.0% |
| Admin fee / account holder | $361 | $5,698-93.7% | $13,880-97.4% | $4,645-92.2% |