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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,221 | $72,607-11.5% | $90,749-29.2% | $66,914-4.0% |
| Participation rate | 37.8% | 73.7%-35.9pp | 75.7%-37.9pp | 69.8%-32.0pp |
| Annual return | -16.94% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $652 | $2,369-72.5% | $2,921-77.7% | $2,544-74.4% |
| Participant deferral / active EE | $1,326 | $3,977-66.7% | $4,564-71.0% | $4,237-68.7% |
| Admin fee / account holder | $327 | $707-53.8% | $8,445-96.1% | $593-44.9% |