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 5-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.
Employer 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 | $1,732 | $90,600-98.1% | $79,464-97.8% | $135,375-98.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -0.75% | 977.43%-978.2pp | 718.14%-718.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $916 | $4,050-77.4% | $3,704-75.3% | $5,609-83.7% |
| Admin fee / account holder | $63 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |