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 | $151,705 | $106,028+43.1% | $146,958+3.2% | $77,643+95.4% |
| Participation rate | 63.7% | 78.4%-14.6pp | 82.2%-18.4pp | 70.6%-6.8pp |
| Annual return | 12.28% | 56.73%-44.5pp | 418.34%-406.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,117 | $4,063-23.3% | $4,933-36.8% | $2,726+14.4% |
| Participant deferral / active EE | $4,521 | $7,990-43.4% | $8,070-44.0% | $4,647-2.7% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |