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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,262 | $34,677-56.0% | $77,024-80.2% | $64,808-76.5% |
| Participation rate | 19.5% | 49.8%-30.3pp | 67.9%-48.4pp | 71.5%-51.9pp |
| Annual return | -14.43% | -5.33%-9.1pp | 42.32%-56.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $36 | $1,370-97.4% | $2,812-98.7% | $2,506-98.6% |
| Participant deferral / active EE | $670 | $2,556-73.8% | $4,426-84.9% | $4,310-84.5% |
| Admin fee / account holder | $11 | $179-93.6% | $5,425-99.8% | $188-93.9% |