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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,660 | $61,272+95.3% | $149,673-20.1% | $71,457+67.5% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | -85.17% | 35.85%-121.0pp | 134.42%-219.6pp | 28.85%-114.0pp |
| Employer contribution / active EE | $112,962 | $2,378+4649.6% | $4,818+2244.7% | $2,588+4265.5% |
| Participant deferral / active EE | $178,232 | $2,917+6009.9% | $5,680+3037.9% | $4,289+4055.8% |
| Admin fee / account holder | $18,522 | $1,261+1368.4% | $13,210+40.2% | $1,587+1066.9% |