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.
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 | $97,400 | $67,984+43.3% | $65,493+48.7% | $74,304+31.1% |
| Participation rate | 47.7% | 66.3%-18.6pp | 73.1%-25.4pp | 60.3%-12.7pp |
| Annual return | 17.46% | 19.87%-2.4pp | 982.45%-965.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,568 | $2,491-37.1% | $2,574-39.1% | $2,241-30.0% |
| Participant deferral / active EE | $6,632 | $3,346+98.2% | $3,961+67.4% | $3,767+76.0% |
| Admin fee / account holder | $5 | $1,373-99.7% | $5,028-99.9% | $2,969-99.8% |