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 | $14,049 | $73,867-81.0% | $143,757-90.2% | $68,494-79.5% |
| Participation rate | 55.4% | 66.7%-11.3pp | 80.3%-24.9pp | 67.9%-12.5pp |
| Annual return | -15.37% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,569 | $3,384-53.6% | $5,637-72.2% | $4,027-61.0% |
| Admin fee / account holder | $130 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |