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 3-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 | $3,334 | $63,442-94.7% | $68,791-95.2% | $66,914-95.0% |
| Participation rate | 42.4% | 60.0%-17.6pp | 69.0%-26.6pp | 69.8%-27.4pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.38%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $564 | $1,775-68.2% | $2,655-78.8% | $2,544-77.8% |
| Participant deferral / active EE | $846 | $2,945-71.3% | $3,941-78.5% | $4,237-80.0% |
| Admin fee / account holder | $2 | $577-99.7% | $4,932-100.0% | $593-99.7% |