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 9-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 | $13,765 | $61,272-77.5% | $149,673-90.8% | $71,457-80.7% |
| Participation rate | 23.8% | 62.5%-38.7pp | 78.8%-55.0pp | 67.9%-44.1pp |
| Annual return | 15.31% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,240 | $2,917-57.5% | $5,680-78.2% | $4,289-71.1% |
| Admin fee / account holder | $124 | $1,261-90.2% | $13,210-99.1% | $1,587-92.2% |