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.
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 | $48,176 | $73,638-34.6% | $95,952-49.8% | $73,488-34.4% |
| Participation rate | 66.8% | 76.2%-9.3pp | 77.1%-10.2pp | 70.7%-3.8pp |
| Annual return | 10.80% | 16.78%-6.0pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $742 | $1,863-60.2% | $2,541-70.8% | $2,270-67.3% |
| Participant deferral / active EE | $2,159 | $3,617-40.3% | $4,167-48.2% | $3,740-42.3% |
| Admin fee / account holder | $3 | $482-99.3% | $6,795-99.9% | $513-99.3% |