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 | $18,266 | $69,010-73.5% | $159,960-88.6% | $68,494-73.3% |
| Participation rate | 28.7% | 65.4%-36.7pp | 78.0%-49.2pp | 67.9%-39.2pp |
| Annual return | -18.57% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,484 | $4,212-64.8% | $6,182-76.0% | $4,027-63.1% |
| Admin fee / account holder | $251 | $4,798-94.8% | $8,698-97.1% | $5,403-95.4% |