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 | $20,714 | $48,576-57.4% | $169,463-87.8% | $56,287-63.2% |
| Participation rate | 42.3% | 65.8%-23.5pp | 77.8%-35.4pp | 69.9%-27.5pp |
| Annual return | -6.68% | -2.51%-4.2pp | 1.83%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,452 | $3,275-55.7% | $5,277-72.5% | $3,350-56.7% |
| Admin fee / account holder | $73 | $435-83.1% | $9,109-99.2% | $521-85.9% |