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.)
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 | $39,798 | $88,083-54.8% | $164,813-75.9% | $74,495-46.6% |
| Participation rate | 64.2% | 73.0%-8.8pp | 78.6%-14.4pp | 67.2%-3.0pp |
| Annual return | 10.55% | 17.26%-6.7pp | 69.93%-59.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $4,801 | $2,593+85.2% | $4,341+10.6% | $2,623+83.0% |
| Participant deferral / active EE | $3,601 | $4,498-19.9% | $6,031-40.3% | $4,346-17.1% |
| Admin fee / account holder | $442 | $2,234-80.2% | $12,690-96.5% | $1,942-77.2% |