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.
Employer contribution per participant 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 | $102,923 | $59,159+74.0% | $159,960-35.7% | $66,914+53.8% |
| Participation rate | 37.6% | 68.1%-30.5pp | 78.0%-40.4pp | 69.8%-32.2pp |
| Annual return | -13.88% | -12.26%-1.6pp | 408.60%-422.5pp | 1.58%-15.5pp |
| Employer contribution / active EE | $358 | $1,983-81.9% | $4,226-91.5% | $2,544-85.9% |
| Participant deferral / active EE | $3,589 | $4,395-18.3% | $6,182-42.0% | $4,237-15.3% |
| Admin fee / account holder | $11 | $591-98.1% | $8,698-99.9% | $593-98.1% |