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.
Employer 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 | $54,934 | $50,199+9.4% | $70,092-21.6% | $66,914-17.9% |
| Participation rate | 64.3% | 66.3%-2.0pp | 70.5%-6.2pp | 69.8%-5.5pp |
| Annual return | -6.83% | -13.85%+7.0pp | 190.73%-197.6pp | 1.58%-8.4pp |
| Employer contribution / active EE | $401 | $1,864-78.5% | $2,559-84.3% | $2,544-84.3% |
| Participant deferral / active EE | $2,237 | $3,112-28.1% | $3,849-41.9% | $4,237-47.2% |
| Admin fee / account holder | $27 | $600-95.6% | $6,267-99.6% | $593-95.5% |