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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,834 | $50,637-5.5% | $86,590-44.8% | $62,292-23.2% |
| Participation rate | 52.9% | 67.9%-15.0pp | 73.5%-20.6pp | 69.5%-16.6pp |
| Annual return | 11.20% | 20.80%-9.6pp | 964.84%-953.6pp | 28.90%-17.7pp |
| Employer contribution / active EE | $876 | $2,075-57.8% | $2,839-69.1% | $2,042-57.1% |
| Participant deferral / active EE | $1,276 | $2,611-51.1% | $3,609-64.6% | $3,169-59.7% |
| Admin fee / account holder | $1 | $413-99.7% | $4,906-100.0% | $479-99.7% |