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 6-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 | $12,072 | $39,286-69.3% | $80,716-85.0% | $79,386-84.8% |
| Participation rate | 11.8% | 41.0%-29.2pp | 54.2%-42.4pp | 70.7%-58.9pp |
| Annual return | 19.53% | 98.95%-79.4pp | 87.28%-67.7pp | 116.85%-97.3pp |
| Employer contribution / active EE | $329 | $594-44.6% | $1,160-71.7% | $2,427-86.5% |
| Participant deferral / active EE | $896 | $1,264-29.1% | $2,146-58.3% | $4,046-77.9% |
| Admin fee / account holder | $79 | $647-87.7% | $3,380-97.7% | $626-87.3% |