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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,477 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 31.2% | 66.7%-35.5pp | 80.3%-49.1pp | 67.9%-36.7pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $442 | $3,184-86.1% | $4,951-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $834 | $3,384-75.4% | $5,637-85.2% | $4,027-79.3% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |