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 5-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 | $5,622 | $31,310-82.0% | $53,898-89.6% | $74,304-92.4% |
| Participation rate | 52.3% | 30.7%+21.6pp | 55.0%-2.7pp | 60.3%-8.1pp |
| Annual return | 21.50% | 23.16%-1.7pp | 528.60%-507.1pp | 29.43%-7.9pp |
| Employer contribution / active EE | $506 | $450+12.5% | $932-45.7% | $2,241-77.4% |
| Participant deferral / active EE | $795 | $934-14.9% | $1,826-56.5% | $3,767-78.9% |
| Admin fee / account holder | $21 | $2,175-99.0% | $2,491-99.2% | $2,969-99.3% |