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 9-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 | $70,197 | $100,923-30.4% | $150,045-53.2% | $74,304-5.5% |
| Participation rate | 60.4% | 70.1%-9.7pp | 82.3%-21.9pp | 60.3%+0.1pp |
| Annual return | 21.35% | 51.77%-30.4pp | 62.55%-41.2pp | 29.43%-8.1pp |
| Employer contribution / active EE | $2,419 | $3,463-30.2% | $4,693-48.5% | $2,241+7.9% |
| Participant deferral / active EE | $3,733 | $6,709-44.4% | $7,997-53.3% | $3,767-0.9% |
| Admin fee / account holder | $45 | $2,767-98.4% | $13,435-99.7% | $2,969-98.5% |