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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,883 | $87,870-9.1% | $113,168-29.4% | $74,304+7.5% |
| Participation rate | 58.9% | 70.7%-11.8pp | 76.6%-17.7pp | 60.3%-1.4pp |
| Annual return | 10.78% | 26.44%-15.7pp | 24.27%-13.5pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,356 | $2,277-40.5% | $2,975-54.4% | $2,241-39.5% |
| Participant deferral / active EE | $2,359 | $4,241-44.4% | $5,107-53.8% | $3,767-37.4% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |