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 | $0 | $80,753-100.0% | $136,294-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 16.92% | 35.83%-18.9pp | 5155.94%-5139.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,362 | $2,884-52.8% | $4,695-71.0% | $2,042-33.3% |
| Participant deferral / active EE | $3,647 | $5,164-29.4% | $6,247-41.6% | $3,169+15.1% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |