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 9-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 | $27,603 | $52,293-47.2% | $178,490-84.5% | $73,409-62.4% |
| Participation rate | 42.0% | 65.3%-23.4pp | 81.9%-40.0pp | 72.2%-30.2pp |
| Annual return | 13.75% | 34.75%-21.0pp | 151.07%-137.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $586 | $1,735-66.2% | $5,011-88.3% | $2,234-73.8% |
| Participant deferral / active EE | $1,102 | $2,332-52.8% | $5,202-78.8% | $3,805-71.0% |
| Admin fee / account holder | $311 | $127+144.2% | $13,984-97.8% | $158+96.9% |