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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,842 | $37,393-14.8% | $77,024-58.7% | $66,914-52.4% |
| Participation rate | 13.2% | 52.9%-39.7pp | 67.9%-54.7pp | 69.8%-56.6pp |
| Annual return | -19.32% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $918 | $2,617-64.9% | $4,426-79.3% | $4,237-78.3% |
| Admin fee / account holder | $688 | $567+21.5% | $5,425-87.3% | $593+16.0% |