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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,088 | $48,471-56.5% | $182,532-88.4% | $67,579-68.8% |
| Participation rate | 9.1% | 67.2%-58.1pp | 78.0%-68.9pp | 71.3%-62.2pp |
| Annual return | 24.31% | 31.08%-6.8pp | 148.54%-124.2pp | 378.56%-354.2pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $306 | $3,324-90.8% | $5,524-94.5% | $3,539-91.4% |
| Admin fee / account holder | $421 | $151+178.4% | $8,592-95.1% | $142+195.9% |