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 | $32,777 | $65,435-49.9% | $86,677-62.2% | $66,914-51.0% |
| Participation rate | 61.0% | 75.5%-14.5pp | 76.6%-15.6pp | 69.8%-8.8pp |
| Annual return | -15.80% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,152 | $4,100-23.1% | $4,656-32.3% | $4,237-25.6% |
| Admin fee / account holder | $288 | $642-55.2% | $7,493-96.2% | $593-51.5% |