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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $48,265+13.7% | $68,791-20.2% | $68,494-19.9% |
| Participation rate | 19.0% | 60.7%-41.6pp | 69.0%-50.0pp | 67.9%-48.8pp |
| Annual return | -14.34% | -12.71%-1.6pp | -6.38%-8.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $198 | $1,829-89.2% | $2,655-92.5% | $2,596-92.4% |
| Participant deferral / active EE | $1,256 | $2,867-56.2% | $3,941-68.1% | $4,027-68.8% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |