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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,103 | $101,317-4.2% | $146,958-33.9% | $74,495+30.3% |
| Participation rate | 43.3% | 75.5%-32.2pp | 82.2%-38.8pp | 67.2%-23.9pp |
| Annual return | 16.50% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,250 | $3,810-67.2% | $4,933-74.7% | $2,623-52.4% |
| Participant deferral / active EE | $5,003 | $7,303-31.5% | $8,070-38.0% | $4,346+15.1% |
| Admin fee / account holder | $344 | $1,739-80.2% | $12,998-97.4% | $1,942-82.3% |