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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,155 | $26,549-69.3% | $61,373-86.7% | $66,914-87.8% |
| Participation rate | 46.4% | 38.1%+8.3pp | 52.6%-6.2pp | 69.8%-23.4pp |
| Annual return | -21.80% | -16.21%-5.6pp | 338.61%-360.4pp | 1.58%-23.4pp |
| Employer contribution / active EE | $849 | $651+30.3% | $1,159-26.8% | $2,544-66.6% |
| Participant deferral / active EE | $1,262 | $1,338-5.7% | $2,125-40.6% | $4,237-70.2% |
| Admin fee / account holder | $4 | $409-98.9% | $2,130-99.8% | $593-99.3% |