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 7-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 | $0 | $43,999-100.0% | $79,464-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.3%-73.3pp | 70.9%-70.9pp |
| Annual return | 0.00% | 1.81%-1.8pp | 718.14%-718.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $804 | $1,830-56.0% | $2,800-71.3% | $2,078-61.3% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |