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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,339 | $65,061+31.2% | $143,757-40.6% | $66,914+27.5% |
| Participation rate | 76.4% | 65.2%+11.2pp | 80.3%-3.9pp | 69.8%+6.6pp |
| Annual return | -17.96% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,080 | $2,361+72.8% | $4,951-17.6% | $2,544+60.4% |
| Participant deferral / active EE | $8,372 | $2,919+186.8% | $5,637+48.5% | $4,237+97.6% |
| Admin fee / account holder | $602 | $502+19.8% | $14,673-95.9% | $593+1.4% |