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.)
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 | $32,255 | $33,067-2.5% | $76,523-57.8% | $56,287-42.7% |
| Participation rate | 65.2% | 55.4%+9.8pp | 68.0%-2.8pp | 69.9%-4.7pp |
| Annual return | -7.93% | 2.72%-10.6pp | -0.27%-7.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,218 | $1,200+1.5% | $2,647-54.0% | $2,111-42.3% |
| Participant deferral / active EE | $2,699 | $2,240+20.5% | $3,835-29.6% | $3,350-19.4% |
| Admin fee / account holder | $441 | $537-17.8% | $4,848-90.9% | $521-15.3% |