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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,180 | $35,986+3.3% | $77,482-52.0% | $73,488-49.4% |
| Participation rate | 41.2% | 40.8%+0.4pp | 54.2%-13.0pp | 70.7%-29.5pp |
| Annual return | 17.71% | 19.26%-1.5pp | 54.79%-37.1pp | 28.51%-10.8pp |
| Employer contribution / active EE | $240 | $557-56.9% | $986-75.6% | $2,270-89.4% |
| Participant deferral / active EE | $1,556 | $1,198+30.0% | $1,861-16.4% | $3,740-58.4% |
| Admin fee / account holder | $311 | $466-33.2% | $2,858-89.1% | $513-39.3% |