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 | $36,978 | $65,061-43.2% | $143,757-74.3% | $66,914-44.7% |
| Participation rate | 44.4% | 65.2%-20.7pp | 80.3%-35.9pp | 69.8%-25.4pp |
| Annual return | -18.10% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $856 | $2,361-63.7% | $4,951-82.7% | $2,544-66.3% |
| Participant deferral / active EE | $1,886 | $2,919-35.4% | $5,637-66.5% | $4,237-55.5% |
| Admin fee / account holder | $557 | $502+11.0% | $14,673-96.2% | $593-6.1% |