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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,984 | $58,879-25.3% | $178,490-75.4% | $73,488-40.1% |
| Participation rate | 46.7% | 66.2%-19.6pp | 81.9%-35.3pp | 70.7%-24.0pp |
| Annual return | 14.32% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,667 | $2,236-25.5% | $5,011-66.7% | $2,270-26.6% |
| Participant deferral / active EE | $1,618 | $2,567-37.0% | $5,202-68.9% | $3,740-56.7% |
| Admin fee / account holder | $26 | $400-93.5% | $13,984-99.8% | $513-94.9% |