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 | $89,400 | $102,553-12.8% | $151,611-41.0% | $66,914+33.6% |
| Participation rate | 68.4% | 85.5%-17.1pp | 87.5%-19.1pp | 69.8%-1.4pp |
| Annual return | -17.42% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,440 | $4,180-41.6% | $6,166-60.4% | $2,544-4.1% |
| Participant deferral / active EE | $4,696 | $6,641-29.3% | $8,363-43.9% | $4,237+10.8% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |