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.
Annual investment return 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 | $43,369 | $91,407-52.6% | $135,903-68.1% | $71,457-39.3% |
| Participation rate | 69.2% | 75.7%-6.4pp | 81.9%-12.7pp | 67.9%+1.3pp |
| Annual return | 15.73% | 29.90%-14.2pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,230 | $3,703-39.8% | $4,856-54.1% | $2,588-13.8% |
| Participant deferral / active EE | $4,360 | $7,092-38.5% | $7,758-43.8% | $4,289+1.7% |
| Admin fee / account holder | $219 | $1,266-82.7% | $10,762-98.0% | $1,587-86.2% |