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 | $67,209 | $54,229+23.9% | $70,092-4.1% | $68,494-1.9% |
| Participation rate | 65.6% | 64.5%+1.1pp | 70.5%-4.9pp | 67.9%-2.3pp |
| Annual return | -16.15% | -13.87%-2.3pp | 190.73%-206.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,202 | $2,018+9.1% | $2,559-13.9% | $2,596-15.2% |
| Participant deferral / active EE | $4,924 | $2,956+66.6% | $3,849+27.9% | $4,027+22.3% |
| Admin fee / account holder | $47 | $4,694-99.0% | $6,267-99.2% | $5,403-99.1% |