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.
Participant 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 | $28,873 | $51,466-43.9% | $78,778-63.3% | $62,292-53.6% |
| Participation rate | 61.8% | 59.8%+2.0pp | 69.2%-7.4pp | 69.5%-7.7pp |
| Annual return | 14.73% | 19.96%-5.2pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $382 | $827-53.8% | $1,986-80.8% | $2,042-81.3% |
| Participant deferral / active EE | $667 | $2,147-68.9% | $2,958-77.4% | $3,169-78.9% |
| Admin fee / account holder | $12 | $489-97.6% | $5,134-99.8% | $479-97.6% |