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 | $117,599 | $59,186+98.7% | $76,768+53.2% | $56,287+108.9% |
| Participation rate | 98.0% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | -4.34% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $851 | $1,759-51.6% | $2,485-65.7% | $2,111-59.7% |
| Participant deferral / active EE | $9,934 | $3,255+205.2% | $3,852+157.9% | $3,350+196.6% |
| Admin fee / account holder | $349 | $489-28.7% | $6,675-94.8% | $521-33.1% |