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 9-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 | $109,727 | $60,989+79.9% | $60,874+80.3% | $66,914+64.0% |
| Participation rate | 63.5% | 74.5%-11.0pp | 73.1%-9.6pp | 69.8%-6.3pp |
| Annual return | -15.43% | -9.60%-5.8pp | 16.90%-32.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,501 | $2,661+31.6% | $2,701+29.6% | $2,544+37.6% |
| Participant deferral / active EE | $3,123 | $3,615-13.6% | $3,817-18.2% | $4,237-26.3% |
| Admin fee / account holder | $195 | $338-42.4% | $3,224-94.0% | $593-67.1% |