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.
Participant 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 | $32,845 | $101,317-67.6% | $146,958-77.6% | $74,495-55.9% |
| Participation rate | 35.8% | 75.5%-39.8pp | 82.2%-46.4pp | 67.2%-31.4pp |
| Annual return | 14.24% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,305 | $7,303-68.4% | $8,070-71.4% | $4,346-47.0% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.7% |