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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,129 | $72,277-5.7% | $101,248-32.7% | $79,858-14.7% |
| Participation rate | 69.0% | 68.5%+0.6pp | 75.8%-6.8pp | 69.6%-0.6pp |
| Annual return | -6.28% | 22.30%-28.6pp | 46.47%-52.8pp | 31.71%-38.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,588 | $3,282-21.1% | $4,370-40.8% | $3,740-30.8% |
| Admin fee / account holder | $351 | $4,400-92.0% | $5,945-94.1% | $5,306-93.4% |