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 | $69,162 | $58,264+18.7% | $86,612-20.1% | $71,457-3.2% |
| Participation rate | 56.6% | 65.0%-8.4pp | 71.7%-15.1pp | 67.9%-11.4pp |
| Annual return | 17.51% | 21.63%-4.1pp | 591.07%-573.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $4,505 | $2,574+75.0% | $3,022+49.1% | $2,588+74.1% |
| Participant deferral / active EE | $3,197 | $3,436-7.0% | $4,438-28.0% | $4,289-25.5% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |