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 | $183,157 | $78,275+134.0% | $109,143+67.8% | $86,799+111.0% |
| Participation rate | 55.8% | 73.8%-18.0pp | 75.9%-20.0pp | 72.3%-16.4pp |
| Annual return | 14.96% | 19.14%-4.2pp | 25.75%-10.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,192 | $3,105-29.4% | $3,722-41.1% | $2,405-8.9% |
| Participant deferral / active EE | $4,478 | $3,641+23.0% | $4,653-3.8% | $4,131+8.4% |
| Admin fee / account holder | $464 | $198+133.9% | $6,752-93.1% | $170+173.7% |