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.
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.)
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 | $81,865 | $89,436-8.5% | $164,813-50.3% | $77,643+5.4% |
| Participation rate | 51.4% | 78.6%-27.2pp | 78.6%-27.2pp | 70.6%-19.2pp |
| Annual return | 15.56% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $457 | $2,569-82.2% | $4,341-89.5% | $2,726-83.3% |
| Participant deferral / active EE | $3,875 | $4,897-20.9% | $6,031-35.7% | $4,647-16.6% |
| Admin fee / account holder | $315 | $339-7.1% | $12,690-97.5% | $430-26.7% |