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 8-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 | $36,080 | $62,127-41.9% | $81,382-55.7% | $74,495-51.6% |
| Participation rate | 35.3% | 64.0%-28.8pp | 69.5%-34.2pp | 67.2%-31.9pp |
| Annual return | 12.41% | 16.48%-4.1pp | 24.73%-12.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,233 | $1,882-34.5% | $2,463-49.9% | $2,623-53.0% |
| Participant deferral / active EE | $1,718 | $3,229-46.8% | $3,883-55.7% | $4,346-60.5% |
| Admin fee / account holder | $24 | $1,934-98.7% | $5,768-99.6% | $1,942-98.8% |