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 9-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 | $24,103 | $63,745-62.2% | $98,442-75.5% | $79,386-69.6% |
| Participation rate | 22.3% | 69.9%-47.6pp | 73.3%-51.0pp | 70.7%-48.4pp |
| Annual return | 5.66% | 625.80%-620.1pp | 1492.73%-1487.1pp | 116.85%-111.2pp |
| Employer contribution / active EE | $424 | $2,557-83.4% | $2,960-85.7% | $2,427-82.5% |
| Participant deferral / active EE | $979 | $3,303-70.4% | $4,276-77.1% | $4,046-75.8% |
| Admin fee / account holder | $226 | $516-56.1% | $5,949-96.2% | $626-63.9% |