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 | $21,158 | $47,977-55.9% | $154,107-86.3% | $56,287-62.4% |
| Participation rate | 27.7% | 66.2%-38.5pp | 83.0%-55.4pp | 69.9%-42.2pp |
| Annual return | -3.46% | 3.54%-7.0pp | 735.12%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $234 | $2,169-89.2% | $5,298-95.6% | $2,111-88.9% |
| Participant deferral / active EE | $1,137 | $2,392-52.5% | $5,081-77.6% | $3,350-66.1% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |