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 5-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 | $40,954 | $80,724-49.3% | $103,333-60.4% | $74,495-45.0% |
| Participation rate | 37.6% | 65.7%-28.1pp | 74.5%-36.9pp | 67.2%-29.6pp |
| Annual return | 15.23% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $157 | $3,157-95.0% | $3,868-95.9% | $2,623-94.0% |
| Participant deferral / active EE | $2,570 | $3,860-33.4% | $5,057-49.2% | $4,346-40.9% |
| Admin fee / account holder | $17 | $2,368-99.3% | $8,355-99.8% | $1,942-99.1% |