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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,956 | $84,487-56.3% | $125,339-70.5% | $66,914-44.8% |
| Participation rate | 46.4% | 76.4%-30.0pp | 82.4%-35.9pp | 69.8%-23.4pp |
| Annual return | -18.69% | -8.39%-10.3pp | 572.05%-590.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,151 | $3,553-39.5% | $4,814-55.3% | $2,544-15.4% |
| Participant deferral / active EE | $3,317 | $6,781-51.1% | $7,446-55.5% | $4,237-21.7% |
| Admin fee / account holder | $31 | $685-95.5% | $10,010-99.7% | $593-94.8% |