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 | $55,839 | $51,197+9.1% | $82,719-32.5% | $66,914-16.6% |
| Participation rate | 69.2% | 67.8%+1.4pp | 72.6%-3.4pp | 69.8%-0.6pp |
| Annual return | -15.12% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,289 | $2,611+64.3% | $3,009+42.5% | $2,544+68.6% |
| Participant deferral / active EE | $2,987 | $3,458-13.6% | $4,395-32.0% | $4,237-29.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |