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 7-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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,466 | $28,109+29.7% | $71,086-48.7% | $56,287-35.2% |
| Participation rate | 38.8% | 40.4%-1.6pp | 54.7%-15.9pp | 69.9%-31.1pp |
| Annual return | -6.06% | -615.05%+609.0pp | 650.59%-656.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $297 | $558-46.8% | $1,088-72.7% | $2,111-85.9% |
| Participant deferral / active EE | $1,154 | $1,116+3.4% | $1,874-38.4% | $3,350-65.6% |
| Admin fee / account holder | $417 | $585-28.8% | $3,082-86.5% | $521-20.0% |