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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,505 | $27,641+379.4% | $61,373+115.9% | $68,494+93.5% |
| Participation rate | 45.9% | 39.5%+6.4pp | 52.6%-6.7pp | 67.9%-22.0pp |
| Annual return | -21.10% | -13.24%-7.9pp | 338.61%-359.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,997 | $1,263+58.1% | $2,125-6.0% | $4,027-50.4% |
| Admin fee / account holder | $23 | $2,010-98.8% | $2,130-98.9% | $5,403-99.6% |