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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,864 | $73,638+85.9% | $95,952+42.6% | $73,488+86.2% |
| Participation rate | 95.6% | 76.2%+19.5pp | 77.1%+18.5pp | 70.7%+24.9pp |
| Annual return | 16.46% | 16.78%-0.3pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,519 | $1,863+35.2% | $2,541-0.9% | $2,270+11.0% |
| Participant deferral / active EE | $8,926 | $3,617+146.8% | $4,167+114.2% | $3,740+138.7% |
| Admin fee / account holder | $331 | $482-31.4% | $6,795-95.1% | $513-35.5% |