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 | $26,870 | $52,953-49.3% | $172,739-84.4% | $65,185-58.8% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-50.0pp | 70.2%-37.5pp |
| Annual return | 19.15% | 30.12%-11.0pp | 802.84%-783.7pp | 29.38%-10.2pp |
| Employer contribution / active EE | $269 | $2,190-87.7% | $5,143-94.8% | $2,177-87.6% |
| Participant deferral / active EE | $1,556 | $2,471-37.0% | $5,198-70.1% | $3,514-55.7% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.6% |