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 | $60,215 | $54,590+10.3% | $81,930-26.5% | $73,488-18.1% |
| Participation rate | 51.7% | 68.3%-16.6pp | 72.0%-20.3pp | 70.7%-19.0pp |
| Annual return | 19.97% | 17.74%+2.2pp | 29.49%-9.5pp | 28.51%-8.5pp |
| Employer contribution / active EE | $592 | $1,636-63.8% | $4,310-86.3% | $2,270-73.9% |
| Participant deferral / active EE | $2,050 | $2,759-25.7% | $7,107-71.2% | $3,740-45.2% |
| Admin fee / account holder | $28 | $592-95.3% | $5,158-99.5% | $513-94.6% |