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 8-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 | $145,702 | $183,963-20.8% | $162,163-10.2% | $152,861-4.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 21.98% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,546 | $6,371-75.7% | $5,614-72.5% | $4,762-67.5% |
| Participant deferral / active EE | $12,466 | $8,034+55.2% | $7,298+70.8% | $5,850+113.1% |
| Admin fee / account holder | $581 | $13,121-95.6% | $10,843-94.6% | $11,596-95.0% |