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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,159 | $64,119-37.4% | $112,228-64.2% | $66,914-40.0% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.1%-25.1pp | 69.8%-19.8pp |
| Annual return | -12.97% | -13.81%+0.8pp | 27.45%-40.4pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,208 | $3,005-59.8% | $3,635-66.8% | $2,544-52.5% |
| Participant deferral / active EE | $2,479 | $3,693-32.9% | $4,728-47.6% | $4,237-41.5% |
| Admin fee / account holder | $160 | $625-74.4% | $6,410-97.5% | $593-73.0% |