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.
Annual investment return 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 | $10,255 | $44,473-76.9% | $76,523-86.6% | $55,725-81.6% |
| Participation rate | 65.3% | 51.0%+14.3pp | 68.0%-2.7pp | 70.9%-5.5pp |
| Annual return | -38.47% | -2.01%-36.5pp | -0.27%-38.2pp | 244.93%-283.4pp |
| Employer contribution / active EE | $1,083 | $1,101-1.7% | $2,647-59.1% | $2,078-47.9% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |