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 | $44,075 | $45,602-3.3% | $117,472-62.5% | $66,914-34.1% |
| Participation rate | 69.8% | 57.6%+12.2pp | 70.6%-0.8pp | 69.8%0pp |
| Annual return | -15.12% | -16.74%+1.6pp | 29.74%-44.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,075 | $1,579-31.9% | $4,176-74.3% | $2,544-57.8% |
| Participant deferral / active EE | $2,545 | $2,845-10.5% | $4,070-37.5% | $4,237-39.9% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |