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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,232 | $86,655-32.8% | $119,609-51.3% | $66,914-13.0% |
| Participation rate | 71.8% | 75.6%-3.8pp | 79.3%-7.5pp | 69.8%+2.0pp |
| Annual return | -13.66% | -8.00%-5.7pp | -14.97%+1.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,047 | $2,536+20.1% | $4,232-28.0% | $2,544+19.7% |
| Participant deferral / active EE | $6,291 | $4,358+44.3% | $5,602+12.3% | $4,237+48.5% |
| Admin fee / account holder | $380 | $755-49.6% | $10,323-96.3% | $593-35.9% |