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 | $54,095 | $69,763-22.5% | $67,502-19.9% | $74,495-27.4% |
| Participation rate | 50.0% | 71.4%-21.4pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 14.70% | -40.34%+55.0pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,104 | $2,704-59.2% | $2,731-59.6% | $2,623-57.9% |
| Participant deferral / active EE | $2,578 | $3,636-29.1% | $4,000-35.5% | $4,346-40.7% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |