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 | $59,498 | $67,984-12.5% | $65,493-9.2% | $74,304-19.9% |
| Participation rate | 43.5% | 66.3%-22.8pp | 73.1%-29.6pp | 60.3%-16.8pp |
| Annual return | 10.05% | 19.87%-9.8pp | 982.45%-972.4pp | 29.43%-19.4pp |
| Employer contribution / active EE | $963 | $2,491-61.3% | $2,574-62.6% | $2,241-57.0% |
| Participant deferral / active EE | $2,315 | $3,346-30.8% | $3,961-41.5% | $3,767-38.5% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |