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 | $92,785 | $37,196+149.4% | $154,107-39.8% | $55,725+66.5% |
| Participation rate | 99.6% | 64.1%+35.5pp | 83.0%+16.6pp | 70.9%+28.7pp |
| Annual return | -5.70% | 1319.68%-1325.4pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,584 | $1,614+184.0% | $5,298-13.5% | $2,078+120.6% |
| Participant deferral / active EE | $3,630 | $2,068+75.5% | $5,081-28.6% | $3,356+8.2% |
| Admin fee / account holder | $358 | $102+252.7% | $13,411-97.3% | $115+211.1% |