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.)
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 | $13,869 | $63,442-78.1% | $68,791-79.8% | $66,914-79.3% |
| Participation rate | 20.2% | 60.0%-39.8pp | 69.0%-48.8pp | 69.8%-49.6pp |
| Annual return | -15.46% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,021 | $2,945-65.3% | $3,941-74.1% | $4,237-75.9% |
| Admin fee / account holder | $342 | $577-40.7% | $4,932-93.1% | $593-42.3% |