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.
Employer 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 | $42,720 | $71,516-40.3% | $98,439-56.6% | $71,457-40.2% |
| Participation rate | 37.3% | 72.7%-35.4pp | 75.2%-37.8pp | 67.9%-30.6pp |
| Annual return | 17.28% | 32.41%-15.1pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $638 | $2,399-73.4% | $3,048-79.1% | $2,588-75.4% |
| Participant deferral / active EE | $3,178 | $4,109-22.6% | $4,738-32.9% | $4,289-25.9% |
| Admin fee / account holder | $15 | $1,675-99.1% | $8,948-99.8% | $1,587-99.0% |