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 | $101,060 | $119,446-15.4% | $150,045-32.6% | $85,563+18.1% |
| Participation rate | 31.1% | 75.4%-44.4pp | 82.3%-51.3pp | 66.0%-34.9pp |
| Annual return | 17.50% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $2,214 | $4,078-45.7% | $4,693-52.8% | $2,654-16.6% |
| Participant deferral / active EE | $4,898 | $7,985-38.7% | $7,997-38.8% | $4,375+11.9% |
| Admin fee / account holder | $394 | $548-28.0% | $13,435-97.1% | $834-52.7% |