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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,076 | $53,412-51.2% | $68,509-61.9% | $52,331-50.2% |
| Participation rate | 36.0% | 71.7%-35.7pp | 74.7%-38.8pp | 68.1%-32.1pp |
| Annual return | -3.05% | 3.42%-6.5pp | 8.27%-11.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $848 | $1,607-47.2% | $2,278-62.8% | $1,882-54.9% |
| Participant deferral / active EE | $1,283 | $2,688-52.3% | $3,382-62.1% | $3,022-57.5% |
| Admin fee / account holder | $368 | $461-20.1% | $5,275-93.0% | $592-37.7% |