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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,958 | $57,610-46.3% | $154,803-80.0% | $102,872-69.9% |
| Participation rate | 13.9% | 59.5%-45.5pp | 78.1%-64.1pp | 73.0%-59.1pp |
| Annual return | 17.68% | 30.49%-12.8pp | 58.88%-41.2pp | 19.06%-1.4pp |
| Employer contribution / active EE | $267 | $1,883-85.8% | $4,305-93.8% | $3,526-92.4% |
| Participant deferral / active EE | $471 | $2,914-83.8% | $5,540-91.5% | $5,535-91.5% |
| Admin fee / account holder | $76 | $368-79.3% | $14,329-99.5% | $292-74.0% |