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 | $25,520 | $69,763-63.4% | $67,502-62.2% | $74,495-65.7% |
| Participation rate | 51.3% | 71.4%-20.0pp | 72.9%-21.6pp | 67.2%-15.9pp |
| Annual return | 12.24% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $732 | $2,704-72.9% | $2,731-73.2% | $2,623-72.1% |
| Participant deferral / active EE | $745 | $3,636-79.5% | $4,000-81.4% | $4,346-82.8% |
| Admin fee / account holder | $138 | $896-84.6% | $3,998-96.5% | $1,942-92.9% |