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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,864 | $84,487+46.6% | $125,339-1.2% | $66,914+85.1% |
| Participation rate | 63.5% | 76.4%-12.9pp | 82.4%-18.9pp | 69.8%-6.3pp |
| Annual return | -22.42% | -8.39%-14.0pp | 572.05%-594.5pp | 1.58%-24.0pp |
| Employer contribution / active EE | $1,115 | $3,553-68.6% | $4,814-76.8% | $2,544-56.2% |
| Participant deferral / active EE | $5,037 | $6,781-25.7% | $7,446-32.4% | $4,237+18.9% |
| Admin fee / account holder | $37 | $685-94.6% | $10,010-99.6% | $593-93.8% |