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.)
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 | $35,124 | $61,272-42.7% | $149,673-76.5% | $71,457-50.8% |
| Participation rate | 51.9% | 62.5%-10.6pp | 78.8%-26.8pp | 67.9%-16.0pp |
| Annual return | -6.56% | 35.85%-42.4pp | 134.42%-141.0pp | 28.85%-35.4pp |
| Employer contribution / active EE | $1,133 | $2,378-52.3% | $4,818-76.5% | $2,588-56.2% |
| Participant deferral / active EE | $1,597 | $2,917-45.3% | $5,680-71.9% | $4,289-62.8% |
| Admin fee / account holder | $375 | $1,261-70.2% | $13,210-97.2% | $1,587-76.4% |