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 | $58,752 | $54,368+8.1% | $117,039-49.8% | $62,292-5.7% |
| Participation rate | 64.4% | 64.9%-0.5pp | 77.2%-12.8pp | 69.5%-5.1pp |
| Annual return | 15.62% | 21.77%-6.2pp | 18.95%-3.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,011 | $1,692-40.2% | $3,785-73.3% | $2,042-50.5% |
| Participant deferral / active EE | $2,168 | $2,269-4.4% | $3,929-44.8% | $3,169-31.6% |
| Admin fee / account holder | $363 | $493-26.4% | $5,974-93.9% | $479-24.3% |