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 | $61,016 | $50,385+21.1% | $75,670-19.4% | $62,292-2.0% |
| Participation rate | 51.0% | 67.7%-16.7pp | 72.3%-21.4pp | 69.5%-18.6pp |
| Annual return | 14.85% | 19.90%-5.1pp | 27.34%-12.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,260 | $1,537-18.0% | $2,352-46.4% | $2,042-38.3% |
| Participant deferral / active EE | $2,621 | $2,445+7.2% | $3,142-16.6% | $3,169-17.3% |
| Admin fee / account holder | $45 | $384-88.2% | $5,800-99.2% | $479-90.6% |