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 5-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 | $22,280 | $37,393-40.4% | $77,024-71.1% | $66,914-66.7% |
| Participation rate | 24.5% | 52.9%-28.4pp | 67.9%-43.4pp | 69.8%-45.3pp |
| Annual return | -16.63% | -3.29%-13.3pp | 42.32%-58.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,156 | $2,617-17.6% | $4,426-51.3% | $4,237-49.1% |
| Admin fee / account holder | $89 | $567-84.4% | $5,425-98.4% | $593-85.1% |