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.
Annual investment return 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 | $0 | $56,767-100.0% | $101,794-100.0% | $85,563-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 69.2%-69.2pp | 66.0%-66.0pp |
| Annual return | 1.10% | 17.76%-16.7pp | 30.53%-29.4pp | 31.51%-30.4pp |
| Employer contribution / active EE | $10,212 | $1,112+818.2% | $2,289+346.2% | $2,654+284.9% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |