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 | $50,555 | $91,762-44.9% | $67,502-25.1% | $77,643-34.9% |
| Participation rate | 64.8% | 75.9%-11.1pp | 72.9%-8.1pp | 70.6%-5.8pp |
| Annual return | 19.40% | 14.87%+4.5pp | 3512.12%-3492.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $1,484 | $3,181-53.4% | $2,731-45.7% | $2,726-45.6% |
| Participant deferral / active EE | $1,809 | $3,903-53.6% | $4,000-54.8% | $4,647-61.1% |
| Admin fee / account holder | $119 | $176-32.3% | $3,998-97.0% | $430-72.3% |