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.)
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 | $130,338 | $84,948+53.4% | $70,449+85.0% | $73,409+77.5% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 11.73% | 13.39%-1.7pp | 109.03%-97.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $4,370 | $2,834+54.2% | $2,737+59.7% | $2,234+95.6% |
| Participant deferral / active EE | $3,723 | $3,387+9.9% | $3,709+0.4% | $3,805-2.2% |
| Admin fee / account holder | $636 | $98+548.0% | $3,845-83.5% | $158+302.7% |