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 | $66,279 | $46,732+41.8% | $156,549-57.7% | $55,167+20.1% |
| Participation rate | 61.9% | 65.8%-3.9pp | 84.0%-22.1pp | 69.0%-7.1pp |
| Annual return | 6.12% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,721 | $2,105-18.2% | $5,501-68.7% | $1,963-12.3% |
| Participant deferral / active EE | $2,788 | $2,204+26.5% | $4,871-42.8% | $3,054-8.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |