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 | $74,371 | $54,590+36.2% | $81,930-9.2% | $73,488+1.2% |
| Participation rate | 57.8% | 68.3%-10.5pp | 72.0%-14.2pp | 70.7%-12.9pp |
| Annual return | 15.58% | 17.74%-2.2pp | 29.49%-13.9pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,761 | $1,636+7.7% | $4,310-59.1% | $2,270-22.4% |
| Participant deferral / active EE | $4,161 | $2,759+50.8% | $7,107-41.5% | $3,740+11.3% |
| Admin fee / account holder | $14 | $592-97.7% | $5,158-99.7% | $513-97.3% |