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 | $80,550 | $65,561+22.9% | $91,541-12.0% | $74,304+8.4% |
| Participation rate | 67.6% | 56.6%+11.1pp | 69.8%-2.1pp | 60.3%+7.3pp |
| Annual return | 15.04% | 17.68%-2.6pp | 20.50%-5.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $514 | $1,717-70.1% | $2,505-79.5% | $2,241-77.1% |
| Participant deferral / active EE | $2,707 | $2,918-7.2% | $4,008-32.5% | $3,767-28.1% |
| Admin fee / account holder | $88 | $3,333-97.3% | $6,956-98.7% | $2,969-97.0% |