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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,216 | $88,122-10.1% | $141,162-43.9% | $67,579+17.2% |
| Participation rate | 65.5% | 76.5%-11.0pp | 82.5%-17.0pp | 71.3%-5.8pp |
| Annual return | 21.67% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $4,502 | $3,224+39.6% | $4,735-4.9% | $2,148+109.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $127 | $131-3.1% | $10,261-98.8% | $142-10.8% |