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 | $29,591 | $46,292-36.1% | $143,757-79.4% | $64,808-54.3% |
| Participation rate | 25.4% | 64.2%-38.8pp | 80.3%-54.9pp | 71.5%-46.0pp |
| Annual return | -17.19% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $666 | $1,910-65.1% | $4,951-86.5% | $2,506-73.4% |
| Participant deferral / active EE | $987 | $2,646-62.7% | $5,637-82.5% | $4,310-77.1% |
| Admin fee / account holder | $19 | $154-87.8% | $14,673-99.9% | $188-90.0% |