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 | $21,800 | $55,415-60.7% | $155,509-86.0% | $74,495-70.7% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 14.20% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $760 | $2,267-66.5% | $4,672-83.7% | $2,623-71.0% |
| Participant deferral / active EE | $2,425 | $2,836-14.5% | $5,626-56.9% | $4,346-44.2% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |