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 | $51,671 | $57,831-10.7% | $82,389-37.3% | $85,563-39.6% |
| Participation rate | 31.1% | 55.0%-23.9pp | 69.5%-38.5pp | 66.0%-34.9pp |
| Annual return | 17.52% | 17.86%-0.3pp | 28.67%-11.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,467 | $1,643-10.7% | $2,517-41.7% | $2,654-44.7% |
| Participant deferral / active EE | $2,614 | $3,118-16.2% | $4,155-37.1% | $4,375-40.2% |
| Admin fee / account holder | $62 | $1,391-95.5% | $7,231-99.1% | $834-92.5% |