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.
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 | $18,873 | $58,879-67.9% | $178,490-89.4% | $73,488-74.3% |
| Participation rate | 45.2% | 66.2%-21.0pp | 81.9%-36.7pp | 70.7%-25.5pp |
| Annual return | 18.59% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,134 | $2,567-16.9% | $5,202-59.0% | $3,740-42.9% |
| Admin fee / account holder | $34 | $400-91.4% | $13,984-99.8% | $513-93.3% |