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.
Participant 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 | $16,307 | $56,095-70.9% | $178,490-90.9% | $90,288-81.9% |
| Participation rate | 9.9% | 65.6%-55.6pp | 81.9%-72.0pp | 73.4%-63.4pp |
| Annual return | 45.04% | 28.81%+16.2pp | 151.07%-106.0pp | 53.97%-8.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $327 | $2,669-87.7% | $5,202-93.7% | $4,232-92.3% |
| Admin fee / account holder | $5 | $101-95.0% | $13,984-100.0% | $114-95.6% |