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 7-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 | $66,224 | $30,086+120.1% | $61,373+7.9% | $64,808+2.2% |
| Participation rate | 19.0% | 36.4%-17.4pp | 52.6%-33.6pp | 71.5%-52.5pp |
| Annual return | -16.68% | -13.99%-2.7pp | 338.61%-355.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $561 | $536+4.7% | $1,159-51.6% | $2,506-77.6% |
| Participant deferral / active EE | $1,221 | $1,126+8.5% | $2,125-42.5% | $4,310-71.7% |
| Admin fee / account holder | $40 | $148-72.7% | $2,130-98.1% | $188-78.4% |