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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,878 | $95,274+181.2% | $135,903+97.1% | $74,419+260.0% |
| Participation rate | 29.1% | 78.2%-49.0pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 16.41% | 32.77%-16.4pp | 68.23%-51.8pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,333 | $3,874-39.8% | $4,856-52.0% | $2,637-11.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $8 | $266-97.0% | $10,762-99.9% | $348-97.7% |