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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,437 | $65,862-18.9% | $124,672-57.1% | $79,386-32.7% |
| Participation rate | 93.8% | 62.2%+31.5pp | 74.6%+19.1pp | 70.7%+23.0pp |
| Annual return | 8.13% | 19.02%-10.9pp | 5142.93%-5134.8pp | 116.85%-108.7pp |
| Employer contribution / active EE | $491 | $1,883-73.9% | $3,324-85.2% | $2,427-79.8% |
| Participant deferral / active EE | $2,879 | $2,772+3.9% | $4,614-37.6% | $4,046-28.8% |
| Admin fee / account holder | $317 | $673-53.0% | $7,493-95.8% | $626-49.5% |