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 | $17,944 | $26,114-31.3% | $58,482-69.3% | $74,419-75.9% |
| Participation rate | 37.3% | 32.1%+5.1pp | 50.9%-13.6pp | 70.7%-33.5pp |
| Annual return | 27.19% | 32.51%-5.3pp | 4239.32%-4212.1pp | 34.38%-7.2pp |
| Employer contribution / active EE | $501 | $536-6.4% | $1,053-52.4% | $2,637-81.0% |
| Participant deferral / active EE | $1,081 | $1,075+0.6% | $1,924-43.8% | $4,528-76.1% |
| Admin fee / account holder | $30 | $649-95.4% | $2,516-98.8% | $348-91.5% |