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 | $15,087 | $46,360-67.5% | $147,614-89.8% | $52,331-71.2% |
| Participation rate | 66.3% | 64.9%+1.4pp | 84.6%-18.3pp | 68.1%-1.8pp |
| Annual return | -0.22% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $680 | $2,126-68.0% | $5,564-87.8% | $1,882-63.8% |
| Participant deferral / active EE | $1,178 | $2,258-47.8% | $4,895-75.9% | $3,022-61.0% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.9% |