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.
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 | $69,574 | $59,263+17.4% | $96,562-27.9% | $79,386-12.4% |
| Participation rate | 33.3% | 61.9%-28.6pp | 69.8%-36.5pp | 70.7%-37.4pp |
| Annual return | 12.68% | 27.07%-14.4pp | 37.78%-25.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $524 | $1,216-56.9% | $2,356-77.8% | $2,427-78.4% |
| Participant deferral / active EE | $1,039 | $2,948-64.8% | $3,849-73.0% | $4,046-74.3% |
| Admin fee / account holder | $881 | $658+33.8% | $6,181-85.7% | $626+40.7% |