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.
Participant 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 | $70,800 | $66,457+6.5% | $81,382-13.0% | $77,643-8.8% |
| Participation rate | 10.7% | 68.7%-58.0pp | 69.5%-58.8pp | 70.6%-59.9pp |
| Annual return | 15.69% | 15.93%-0.2pp | 24.73%-9.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $402 | $3,679-89.1% | $3,883-89.6% | $4,647-91.3% |
| Admin fee / account holder | $334 | $583-42.7% | $5,768-94.2% | $430-22.5% |