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 | $124,551 | $56,152+121.8% | $185,823-33.0% | $73,409+69.7% |
| Participation rate | 80.1% | 67.6%+12.6pp | 78.0%+2.1pp | 72.2%+8.0pp |
| Annual return | 15.45% | 17.59%-2.1pp | 35.95%-20.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,693 | $1,532+75.8% | $4,087-34.1% | $2,234+20.6% |
| Participant deferral / active EE | $5,271 | $3,659+44.0% | $5,632-6.4% | $3,805+38.5% |
| Admin fee / account holder | $327 | $132+147.3% | $9,500-96.6% | $158+106.9% |