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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,785 | $70,908-14.3% | $98,907-38.5% | $73,488-17.3% |
| Participation rate | 57.3% | 73.8%-16.5pp | 76.0%-18.7pp | 70.7%-13.4pp |
| Annual return | 18.52% | 34.17%-15.6pp | 196.43%-177.9pp | 28.51%-10.0pp |
| Employer contribution / active EE | $941 | $2,036-53.8% | $2,689-65.0% | $2,270-58.6% |
| Participant deferral / active EE | $2,958 | $3,500-15.5% | $4,244-30.3% | $3,740-20.9% |
| Admin fee / account holder | $309 | $535-42.2% | $6,642-95.3% | $513-39.7% |