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.)
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 | $218,308 | $74,706+192.2% | $75,696+188.4% | $79,386+175.0% |
| Participation rate | 56.7% | 75.3%-18.7pp | 74.8%-18.2pp | 70.7%-14.0pp |
| Annual return | 23.28% | 18.52%+4.8pp | 104.53%-81.3pp | 116.85%-93.6pp |
| Employer contribution / active EE | $7,280 | $2,590+181.1% | $2,743+165.4% | $2,427+199.9% |
| Participant deferral / active EE | $10,862 | $3,533+207.4% | $3,821+184.2% | $4,046+168.5% |
| Admin fee / account holder | $505 | $374+35.0% | $3,619-86.0% | $626-19.3% |