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.
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 | $11,016 | $47,126-76.6% | $149,673-92.6% | $74,419-85.2% |
| Participation rate | 64.3% | 63.4%+0.9pp | 78.8%-14.4pp | 70.7%-6.4pp |
| Annual return | 18.94% | 22.75%-3.8pp | 134.42%-115.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $411 | $1,905-78.4% | $4,818-91.5% | $2,637-84.4% |
| Participant deferral / active EE | $795 | $2,728-70.8% | $5,680-86.0% | $4,528-82.4% |
| Admin fee / account holder | $14 | $343-95.8% | $13,210-99.9% | $348-95.8% |