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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,132 | $69,362-19.1% | $101,248-44.6% | $73,488-23.6% |
| Participation rate | 29.2% | 68.4%-39.2pp | 75.8%-46.6pp | 70.7%-41.5pp |
| Annual return | 15.50% | 18.46%-3.0pp | 46.47%-31.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $869 | $2,628-66.9% | $3,660-76.3% | $2,270-61.7% |
| Participant deferral / active EE | $1,796 | $3,300-45.6% | $4,370-58.9% | $3,740-52.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,945-100.0% | $513-99.8% |