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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,118,185 | $74,706+1396.8% | $75,696+1377.2% | $79,386+1308.5% |
| Participation rate | 0.0% | 75.3%-75.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 11.64% | 18.52%-6.9pp | 104.53%-92.9pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,603 | $2,590-38.1% | $2,743-41.5% | $2,427-34.0% |
| Participant deferral / active EE | $2,063 | $3,533-41.6% | $3,821-46.0% | $4,046-49.0% |
| Admin fee / account holder | $430 | $374+14.8% | $3,619-88.1% | $626-31.3% |