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 8-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,688 | $51,197-67.4% | $82,719-79.8% | $66,914-75.1% |
| Participation rate | 41.6% | 67.8%-26.3pp | 72.6%-31.0pp | 69.8%-28.3pp |
| Annual return | -18.71% | -9.64%-9.1pp | 701.18%-719.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,174 | $2,611-55.0% | $3,009-61.0% | $2,544-53.9% |
| Participant deferral / active EE | $2,430 | $3,458-29.7% | $4,395-44.7% | $4,237-42.7% |
| Admin fee / account holder | $21 | $416-95.0% | $5,329-99.6% | $593-96.5% |