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.
Employer contribution per participant 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 | $28,563 | $39,245-27.2% | $64,105-55.4% | $52,331-45.4% |
| Participation rate | 59.3% | 58.2%+1.1pp | 68.2%-8.9pp | 68.1%-8.8pp |
| Annual return | 1.10% | 14.79%-13.7pp | 791.24%-790.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $124 | $736-83.2% | $1,820-93.2% | $1,882-93.4% |
| Participant deferral / active EE | $1,241 | $1,992-37.7% | $2,822-56.0% | $3,022-58.9% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |