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 | $48,291 | $41,647+16.0% | $96,139-49.8% | $86,799-44.4% |
| Participation rate | 2.0% | 50.2%-48.2pp | 68.4%-66.5pp | 72.3%-70.3pp |
| Annual return | 19.30% | 27.24%-7.9pp | 191.94%-172.6pp | 97.91%-78.6pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $83 | $2,412-96.6% | $4,349-98.1% | $4,131-98.0% |
| Admin fee / account holder | $15 | $169-91.1% | $5,537-99.7% | $170-91.2% |