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 9-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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,659 | $50,815-53.4% | $155,509-84.8% | $77,643-69.5% |
| Participation rate | 38.7% | 63.1%-24.5pp | 78.2%-39.5pp | 70.6%-31.9pp |
| Annual return | 24.83% | 34.80%-10.0pp | 64.67%-39.8pp | 31.24%-6.4pp |
| Employer contribution / active EE | $1,240 | $1,993-37.8% | $4,672-73.5% | $2,726-54.5% |
| Participant deferral / active EE | $1,931 | $2,822-31.6% | $5,626-65.7% | $4,647-58.4% |
| Admin fee / account holder | $380 | $437-13.0% | $15,912-97.6% | $430-11.8% |