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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,657 | $55,453+478.3% | $170,442+88.1% | $62,292+414.8% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 21.52% | 21.38%+0.1pp | 205.93%-184.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $276 | $2,164-87.3% | $5,433-94.9% | $2,042-86.5% |
| Participant deferral / active EE | $778 | $2,303-66.2% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $306 | $455-32.7% | $13,880-97.8% | $479-36.1% |