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.
Employer contribution per participant 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 | $59,335 | $79,171-25.1% | $102,423-42.1% | $74,495-20.4% |
| Participation rate | 46.1% | 74.8%-28.7pp | 76.5%-30.4pp | 67.2%-21.1pp |
| Annual return | 12.09% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $732 | $2,362-69.0% | $3,023-75.8% | $2,623-72.1% |
| Participant deferral / active EE | $2,498 | $4,415-43.4% | $5,053-50.6% | $4,346-42.5% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |