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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,379 | $63,924-7.1% | $108,579-45.3% | $55,167+7.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 79.6%-17.1pp | 69.0%-6.5pp |
| Annual return | 10.71% | 15.31%-4.6pp | -51.70%+62.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $2,080 | $1,879+10.7% | $3,758-44.7% | $1,963+6.0% |
| Participant deferral / active EE | $2,137 | $3,067-30.3% | $4,311-50.4% | $3,054-30.0% |
| Admin fee / account holder | $28 | $618-95.5% | $7,645-99.6% | $504-94.5% |