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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,786 | $48,576+37.5% | $169,463-60.6% | $56,287+18.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -5.27% | -2.51%-2.8pp | 1.83%-7.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,880 | $1,559+84.7% | $4,159-30.8% | $2,111+36.4% |
| Participant deferral / active EE | $6,835 | $3,275+108.7% | $5,277+29.5% | $3,350+104.1% |
| Admin fee / account holder | $357 | $435-17.8% | $9,109-96.1% | $521-31.4% |