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 | $86,557 | $86,332+0.3% | $125,175-30.9% | $65,185+32.8% |
| Participation rate | 50.0% | 75.3%-25.3pp | 79.8%-29.8pp | 70.2%-20.2pp |
| Annual return | 23.48% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,254 | $2,040-38.5% | $3,865-67.6% | $2,177-42.4% |
| Participant deferral / active EE | $2,403 | $3,537-32.1% | $4,937-51.3% | $3,514-31.6% |
| Admin fee / account holder | $514 | $609-15.6% | $9,702-94.7% | $847-39.3% |