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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,731 | $62,327+64.8% | $120,354-14.6% | $74,495+37.9% |
| Participation rate | 46.5% | 56.8%-10.3pp | 71.9%-25.4pp | 67.2%-20.7pp |
| Annual return | 13.90% | 18.61%-4.7pp | 107.15%-93.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $728 | $1,843-60.5% | $3,463-79.0% | $2,623-72.3% |
| Participant deferral / active EE | $3,495 | $2,893+20.8% | $4,991-30.0% | $4,346-19.6% |
| Admin fee / account holder | $680 | $2,396-71.6% | $9,423-92.8% | $1,942-65.0% |