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 | $49,061 | $84,487-41.9% | $125,339-60.9% | $66,914-26.7% |
| Participation rate | 44.6% | 76.4%-31.8pp | 82.4%-37.7pp | 69.8%-25.2pp |
| Annual return | -17.65% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,841 | $3,553-48.2% | $4,814-61.7% | $2,544-27.6% |
| Participant deferral / active EE | $3,605 | $6,781-46.8% | $7,446-51.6% | $4,237-14.9% |
| Admin fee / account holder | $28 | $685-96.0% | $10,010-99.7% | $593-95.3% |