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 | $22,273 | $61,272-63.6% | $149,673-85.1% | $71,457-68.8% |
| Participation rate | 39.8% | 62.5%-22.7pp | 78.8%-38.9pp | 67.9%-28.1pp |
| Annual return | 9.52% | 35.85%-26.3pp | 134.42%-124.9pp | 28.85%-19.3pp |
| Employer contribution / active EE | $626 | $2,378-73.7% | $4,818-87.0% | $2,588-75.8% |
| Participant deferral / active EE | $1,261 | $2,917-56.8% | $5,680-77.8% | $4,289-70.6% |
| Admin fee / account holder | $23 | $1,261-98.2% | $13,210-99.8% | $1,587-98.6% |