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.
Participant 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 | $35,993 | $66,098-45.5% | $101,794-64.6% | $74,304-51.6% |
| Participation rate | 31.6% | 53.8%-22.1pp | 69.2%-37.5pp | 60.3%-28.7pp |
| Annual return | 13.55% | 19.59%-6.0pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $506 | $1,082-53.2% | $2,289-77.9% | $2,241-77.4% |
| Participant deferral / active EE | $927 | $2,781-66.7% | $4,084-77.3% | $3,767-75.4% |
| Admin fee / account holder | $31 | $4,146-99.3% | $8,777-99.6% | $2,969-99.0% |