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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 36-3132823 | Plan Administrator | $0 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 71-3182674 | Trustee (directed); Custodial (other ... | $0 |
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 | $9,057 | $82,202-89.0% | $125,339-92.8% | $64,808-86.0% |
| Participation rate | 62.9% | 77.9%-14.9pp | 82.4%-19.4pp | 71.5%-8.5pp |
| Annual return | -16.00% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,593 | $3,615-55.9% | $4,814-66.9% | $2,506-36.4% |
| Participant deferral / active EE | $2,224 | $7,175-69.0% | $7,446-70.1% | $4,310-48.4% |
| Admin fee / account holder | $58 | $163-64.5% | $10,010-99.4% | $188-69.1% |