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 | $33,265 | $38,365-13.3% | $84,611-60.7% | $65,185-49.0% |
| Participation rate | 57.9% | 55.7%+2.2pp | 68.2%-10.3pp | 70.2%-12.3pp |
| Annual return | 24.11% | 32.00%-7.9pp | 258.74%-234.6pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,028 | $1,258-18.4% | $2,652-61.3% | $2,177-52.8% |
| Participant deferral / active EE | $2,278 | $2,2780% | $3,899-41.6% | $3,514-35.2% |
| Admin fee / account holder | $311 | $451-31.1% | $4,912-93.7% | $847-63.3% |