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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $0 | $129,129-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 80.0%-80.0pp | 0.0%0pp |
| Annual return | 0.00% | 182.05%-182.0pp | 10.33%-10.3pp | 182.05%-182.0pp |
| Employer contribution / active EE | $6,412 | $8,729-26.5% | $2,123+202.0% | $8,729-26.5% |
| Participant deferral / active EE | $0 | $0 | $5,857-100.0% | - |
| Admin fee / account holder | $0 | $0 | $3,024-100.0% | - |