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 | $18,509 | $48,576-61.9% | $169,463-89.1% | $56,287-67.1% |
| Participation rate | 68.9% | 65.8%+3.1pp | 77.8%-8.9pp | 69.9%-1.0pp |
| Annual return | -5.44% | -2.51%-2.9pp | 1.83%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,740 | $1,559+11.6% | $4,159-58.2% | $2,111-17.6% |
| Participant deferral / active EE | $2,576 | $3,275-21.3% | $5,277-51.2% | $3,350-23.1% |
| Admin fee / account holder | $26 | $435-93.9% | $9,109-99.7% | $521-94.9% |