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 | $113,470 | $65,862+72.3% | $124,672-9.0% | $79,386+42.9% |
| Participation rate | 51.2% | 62.2%-11.1pp | 74.6%-23.4pp | 70.7%-19.5pp |
| Annual return | 13.56% | 19.02%-5.5pp | 5142.93%-5129.4pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,699 | $1,883-9.8% | $3,324-48.9% | $2,427-30.0% |
| Participant deferral / active EE | $2,469 | $2,772-10.9% | $4,614-46.5% | $4,046-39.0% |
| Admin fee / account holder | $316 | $673-53.1% | $7,493-95.8% | $626-49.6% |