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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,566 | $69,763+262.0% | $67,502+274.2% | $74,495+239.0% |
| Participation rate | 54.4% | 71.4%-17.0pp | 72.9%-18.5pp | 67.2%-12.8pp |
| Annual return | 12.86% | -40.34%+53.2pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $8,025 | $2,704+196.8% | $2,731+193.9% | $2,623+206.0% |
| Participant deferral / active EE | $12,261 | $3,636+237.2% | $4,000+206.5% | $4,346+182.1% |
| Admin fee / account holder | $743 | $896-17.1% | $3,998-81.4% | $1,942-61.7% |