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.
Annual investment return 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 | $65,299 | $33,067+97.5% | $76,523-14.7% | $56,287+16.0% |
| Participation rate | 49.8% | 55.4%-5.6pp | 68.0%-18.2pp | 69.9%-20.1pp |
| Annual return | -34.76% | 2.72%-37.5pp | -0.27%-34.5pp | -9.96%-24.8pp |
| Employer contribution / active EE | $1,557 | $1,200+29.7% | $2,647-41.2% | $2,111-26.3% |
| Participant deferral / active EE | $4,231 | $2,240+88.9% | $3,835+10.3% | $3,350+26.3% |
| Admin fee / account holder | $19 | $537-96.4% | $4,848-99.6% | $521-96.3% |