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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,463 | $58,879-41.5% | $178,490-80.7% | $73,488-53.1% |
| Participation rate | 37.3% | 66.2%-29.0pp | 81.9%-44.7pp | 70.7%-33.4pp |
| Annual return | 16.01% | 24.86%-8.8pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $349 | $2,236-84.4% | $5,011-93.0% | $2,270-84.6% |
| Participant deferral / active EE | $2,364 | $2,567-7.9% | $5,202-54.6% | $3,740-36.8% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.5% |