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 9-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 | $32,234 | $84,487-61.8% | $125,339-74.3% | $66,914-51.8% |
| Participation rate | 52.4% | 76.4%-24.0pp | 82.4%-29.9pp | 69.8%-17.4pp |
| Annual return | -13.38% | -8.39%-5.0pp | 572.05%-585.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,388 | $3,553-60.9% | $4,814-71.2% | $2,544-45.4% |
| Participant deferral / active EE | $3,661 | $6,781-46.0% | $7,446-50.8% | $4,237-13.6% |
| Admin fee / account holder | $236 | $685-65.5% | $10,010-97.6% | $593-60.2% |