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 | $34,133 | $63,745-46.5% | $98,442-65.3% | $79,386-57.0% |
| Participation rate | 42.1% | 69.9%-27.7pp | 73.3%-31.2pp | 70.7%-28.6pp |
| Annual return | 12.92% | 625.80%-612.9pp | 1492.73%-1479.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $847 | $2,557-66.9% | $2,960-71.4% | $2,427-65.1% |
| Participant deferral / active EE | $684 | $3,303-79.3% | $4,276-84.0% | $4,046-83.1% |
| Admin fee / account holder | $227 | $516-56.0% | $5,949-96.2% | $626-63.8% |