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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,042 | $104,475-12.9% | $159,436-42.9% | $79,386+14.7% |
| Participation rate | 66.7% | 76.6%-10.0pp | 82.8%-16.2pp | 70.7%-4.0pp |
| Annual return | 13.66% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,367 | $3,417-60.0% | $4,829-71.7% | $2,427-43.7% |
| Participant deferral / active EE | $1,874 | $6,467-71.0% | $7,352-74.5% | $4,046-53.7% |
| Admin fee / account holder | $130 | $711-81.8% | $10,799-98.8% | $626-79.3% |