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 8-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 | $51,570 | $65,061-20.7% | $143,757-64.1% | $66,914-22.9% |
| Participation rate | 61.6% | 65.2%-3.6pp | 80.3%-18.7pp | 69.8%-8.2pp |
| Annual return | -12.93% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,048 | $2,361+29.1% | $4,951-38.4% | $2,544+19.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |