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 | $30,502 | $55,636-45.2% | $81,983-62.8% | $73,488-58.5% |
| Participation rate | 18.1% | 62.3%-44.2pp | 69.2%-51.1pp | 70.7%-52.6pp |
| Annual return | 11.09% | 19.07%-8.0pp | 41.31%-30.2pp | 28.51%-17.4pp |
| Employer contribution / active EE | $666 | $1,625-59.0% | $2,498-73.3% | $2,270-70.7% |
| Participant deferral / active EE | $1,340 | $2,762-51.5% | $3,722-64.0% | $3,740-64.2% |
| Admin fee / account holder | $11 | $493-97.7% | $5,664-99.8% | $513-97.8% |