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 8-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 | $33,109 | $77,660-57.4% | $109,143-69.7% | $79,386-58.3% |
| Participation rate | 36.7% | 67.8%-31.1pp | 75.9%-39.2pp | 70.7%-34.0pp |
| Annual return | 18.23% | 23.44%-5.2pp | 25.75%-7.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $1,106 | $2,797-60.5% | $3,722-70.3% | $2,427-54.4% |
| Participant deferral / active EE | $2,148 | $3,518-38.9% | $4,653-53.8% | $4,046-46.9% |
| Admin fee / account holder | $166 | $732-77.3% | $6,752-97.5% | $626-73.4% |