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 | $60,770 | $71,142-14.6% | $119,609-49.2% | $64,808-6.2% |
| Participation rate | 57.3% | 78.6%-21.3pp | 79.3%-21.9pp | 71.5%-14.1pp |
| Annual return | -14.09% | -10.01%-4.1pp | -14.97%+0.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,071 | $2,497-57.1% | $4,232-74.7% | $2,506-57.2% |
| Participant deferral / active EE | $4,124 | $4,490-8.1% | $5,602-26.4% | $4,310-4.3% |
| Admin fee / account holder | $263 | $162+62.2% | $10,323-97.5% | $188+40.0% |