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 | $24,728 | $26,549-6.9% | $61,373-59.7% | $66,914-63.0% |
| Participation rate | 57.0% | 38.1%+19.0pp | 52.6%+4.5pp | 69.8%-12.8pp |
| Annual return | -17.73% | -16.21%-1.5pp | 338.61%-356.3pp | 1.58%-19.3pp |
| Employer contribution / active EE | $783 | $651+20.3% | $1,159-32.4% | $2,544-69.2% |
| Participant deferral / active EE | $1,804 | $1,338+34.8% | $2,125-15.1% | $4,237-57.4% |
| Admin fee / account holder | $29 | $409-93.0% | $2,130-98.7% | $593-95.2% |