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 4-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 | $117,695 | $119,446-1.5% | $150,045-21.6% | $85,563+37.6% |
| Participation rate | 28.6% | 75.4%-46.8pp | 82.3%-53.7pp | 66.0%-37.3pp |
| Annual return | 20.59% | 23.72%-3.1pp | 62.55%-42.0pp | 31.51%-10.9pp |
| Employer contribution / active EE | $807 | $4,078-80.2% | $4,693-82.8% | $2,654-69.6% |
| Participant deferral / active EE | $4,644 | $7,985-41.8% | $7,997-41.9% | $4,375+6.1% |
| Admin fee / account holder | $643 | $548+17.4% | $13,435-95.2% | $834-22.9% |