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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,234 | $84,487-50.0% | $125,339-66.3% | $66,914-36.9% |
| Participation rate | 38.6% | 76.4%-37.8pp | 82.4%-43.8pp | 69.8%-31.2pp |
| Annual return | -14.45% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,727 | $3,553-51.4% | $4,814-64.1% | $2,544-32.1% |
| Participant deferral / active EE | $3,966 | $6,781-41.5% | $7,446-46.7% | $4,237-6.4% |
| Admin fee / account holder | $24 | $685-96.5% | $10,010-99.8% | $593-95.9% |