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 | $53,498 | $92,055-41.9% | $106,213-49.6% | $77,643-31.1% |
| Participation rate | 64.5% | 81.0%-16.5pp | 75.3%-10.8pp | 70.6%-6.1pp |
| Annual return | 36.51% | 17.91%+18.6pp | 116.14%-79.6pp | 31.24%+5.3pp |
| Employer contribution / active EE | $2,793 | $3,367-17.1% | $3,171-11.9% | $2,726+2.5% |
| Participant deferral / active EE | $4,201 | $5,386-22.0% | $5,016-16.3% | $4,647-9.6% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |