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 | $45,847 | $69,010-33.6% | $159,960-71.3% | $68,494-33.1% |
| Participation rate | 39.3% | 65.4%-26.1pp | 78.0%-38.7pp | 67.9%-28.6pp |
| Annual return | -20.97% | -9.65%-11.3pp | 408.60%-429.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,472 | $2,213-33.5% | $4,226-65.2% | $2,596-43.3% |
| Participant deferral / active EE | $2,687 | $4,212-36.2% | $6,182-56.5% | $4,027-33.3% |
| Admin fee / account holder | $56 | $4,798-98.8% | $8,698-99.4% | $5,403-99.0% |