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 | $49,579 | $49,451+0.3% | $79,550-37.7% | $66,914-25.9% |
| Participation rate | 50.4% | 61.3%-10.9pp | 69.5%-19.1pp | 69.8%-19.4pp |
| Annual return | -17.44% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $204 | $1,266-83.9% | $2,413-91.6% | $2,544-92.0% |
| Participant deferral / active EE | $2,972 | $3,159-5.9% | $3,985-25.4% | $4,237-29.8% |
| Admin fee / account holder | $23 | $595-96.1% | $6,832-99.7% | $593-96.1% |