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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,861 | $130,194-75.5% | $169,993-81.3% | $71,457-55.4% |
| Participation rate | 43.0% | 86.1%-43.2pp | 87.0%-44.0pp | 67.9%-25.0pp |
| Annual return | 13.75% | 20.37%-6.6pp | 53.37%-39.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,191 | $6,923-68.3% | $10,408-78.9% | $4,289-48.9% |
| Admin fee / account holder | $577 | $966-40.2% | $12,815-95.5% | $1,587-63.6% |