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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,609 | $49,915-20.6% | $154,803-74.4% | $74,304-46.7% |
| Participation rate | 43.7% | 54.0%-10.3pp | 78.1%-34.4pp | 60.3%-16.7pp |
| Annual return | 11.62% | 34.06%-22.4pp | 58.88%-47.3pp | 29.43%-17.8pp |
| Employer contribution / active EE | $878 | $1,611-45.5% | $4,305-79.6% | $2,241-60.8% |
| Participant deferral / active EE | $2,212 | $2,255-1.9% | $5,540-60.1% | $3,767-41.3% |
| Admin fee / account holder | $78 | $2,189-96.5% | $14,329-99.5% | $2,969-97.4% |