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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,592 | $99,957-12.4% | $149,696-41.5% | $73,488+19.2% |
| Participation rate | 77.3% | 75.7%+1.6pp | 82.5%-5.2pp | 70.7%+6.6pp |
| Annual return | 12.77% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,594 | $3,191-50.0% | $4,644-65.7% | $2,270-29.8% |
| Participant deferral / active EE | $5,864 | $6,073-3.4% | $6,842-14.3% | $3,740+56.8% |
| Admin fee / account holder | $399 | $551-27.6% | $9,309-95.7% | $513-22.3% |