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.
Participant 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 | $43,640 | $44,897-2.8% | $84,966-48.6% | $199,593-78.1% |
| Participation rate | 8.7% | 45.7%-37.0pp | 67.5%-58.8pp | 72.0%-63.2pp |
| Annual return | 12.39% | 20.96%-8.6pp | 66.38%-54.0pp | 34.25%-21.9pp |
| Employer contribution / active EE | $279 | $1,365-79.6% | $2,727-89.8% | $3,034-90.8% |
| Participant deferral / active EE | $169 | $2,668-93.7% | $4,519-96.3% | $5,087-96.7% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |