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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,301 | $54,701-30.0% | $86,188-55.6% | $71,457-46.4% |
| Participation rate | 68.4% | 60.1%+8.2pp | 69.0%-0.6pp | 67.9%+0.4pp |
| Annual return | 18.34% | 20.06%-1.7pp | 1168.45%-1150.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,105 | $1,265-12.6% | $2,380-53.6% | $2,588-57.3% |
| Participant deferral / active EE | $1,402 | $3,108-54.9% | $3,985-64.8% | $4,289-67.3% |
| Admin fee / account holder | $346 | $1,922-82.0% | $6,852-94.9% | $1,587-78.2% |