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 | $20,115 | $60,989-67.0% | $60,874-67.0% | $66,914-69.9% |
| Participation rate | 29.7% | 74.5%-44.8pp | 73.1%-43.4pp | 69.8%-40.1pp |
| Annual return | -17.70% | -9.60%-8.1pp | 16.90%-34.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,134 | $3,615-41.0% | $3,817-44.1% | $4,237-49.6% |
| Admin fee / account holder | $118 | $338-65.1% | $3,224-96.3% | $593-80.1% |