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 | $115,880 | $65,395+77.2% | $182,532-36.5% | $72,985+58.8% |
| Participation rate | 60.8% | 65.4%-4.6pp | 78.0%-17.2pp | 69.5%-8.7pp |
| Annual return | 24.48% | 27.68%-3.2pp | 148.54%-124.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,166 | $1,911+118.0% | $4,076+2.2% | $2,440+70.7% |
| Participant deferral / active EE | $5,705 | $3,563+60.1% | $5,524+3.3% | $3,607+58.2% |
| Admin fee / account holder | $332 | $4,245-92.2% | $8,592-96.1% | $5,124-93.5% |