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.
Participant 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 | $29,066 | $42,546-31.7% | $71,796-59.5% | $55,167-47.3% |
| Participation rate | 17.9% | 59.1%-41.3pp | 69.1%-51.3pp | 69.0%-51.1pp |
| Annual return | 10.97% | 12.36%-1.4pp | 78.04%-67.1pp | 169.23%-158.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $153 | $2,064-92.6% | $2,794-94.5% | $3,054-95.0% |
| Admin fee / account holder | $7 | $650-98.9% | $4,815-99.8% | $504-98.5% |