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 | $74,578 | $72,994+2.2% | $120,354-38.0% | $77,643-3.9% |
| Participation rate | 62.6% | 55.2%+7.3pp | 71.9%-9.3pp | 70.6%-8.0pp |
| Annual return | 14.06% | 18.23%-4.2pp | 107.15%-93.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,358 | $1,793-24.3% | $3,463-60.8% | $2,726-50.2% |
| Participant deferral / active EE | $2,581 | $3,011-14.3% | $4,991-48.3% | $4,647-44.5% |
| Admin fee / account holder | $7 | $658-98.9% | $9,423-99.9% | $430-98.4% |