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 | $45,629 | $65,061-29.9% | $143,757-68.3% | $66,914-31.8% |
| Participation rate | 74.8% | 65.2%+9.6pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -11.45% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,290 | $2,361-3.0% | $4,951-53.7% | $2,544-10.0% |
| Participant deferral / active EE | $2,990 | $2,919+2.4% | $5,637-47.0% | $4,237-29.4% |
| Admin fee / account holder | $379 | $502-24.6% | $14,673-97.4% | $593-36.2% |