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 | $20,004 | $55,453-63.9% | $170,442-88.3% | $62,292-67.9% |
| Participation rate | 33.7% | 66.4%-32.7pp | 83.6%-49.9pp | 69.5%-35.8pp |
| Annual return | 16.38% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $259 | $2,164-88.0% | $5,433-95.2% | $2,042-87.3% |
| Participant deferral / active EE | $1,330 | $2,303-42.2% | $4,939-73.1% | $3,169-58.0% |
| Admin fee / account holder | $12 | $455-97.5% | $13,880-99.9% | $479-97.6% |