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.
Employer contribution per participant 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 | $38,386 | $58,926-34.9% | $97,226-60.5% | $74,495-48.5% |
| Participation rate | 66.8% | 63.5%+3.4pp | 72.7%-5.8pp | 67.2%-0.4pp |
| Annual return | 18.12% | 16.04%+2.1pp | 75.13%-57.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $261 | $1,894-86.2% | $2,729-90.4% | $2,623-90.0% |
| Participant deferral / active EE | $1,571 | $3,664-57.1% | $4,264-63.1% | $4,346-63.8% |
| Admin fee / account holder | $202 | $1,974-89.8% | $5,654-96.4% | $1,942-89.6% |