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 | $27,732 | $42,546-34.8% | $71,796-61.4% | $55,167-49.7% |
| Participation rate | 56.9% | 59.1%-2.2pp | 69.1%-12.2pp | 69.0%-12.1pp |
| Annual return | 6.77% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $115 | $803-85.7% | $1,924-94.0% | $1,963-94.2% |
| Participant deferral / active EE | $1,187 | $2,064-42.5% | $2,794-57.5% | $3,054-61.1% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |