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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,430 | $65,435-30.6% | $86,677-47.6% | $66,914-32.1% |
| Participation rate | 30.0% | 75.5%-45.5pp | 76.6%-46.6pp | 69.8%-39.8pp |
| Annual return | -17.81% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $716 | $2,153-66.8% | $2,836-74.8% | $2,544-71.9% |
| Participant deferral / active EE | $2,192 | $4,100-46.6% | $4,656-52.9% | $4,237-48.3% |
| Admin fee / account holder | $493 | $642-23.1% | $7,493-93.4% | $593-16.9% |