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 4-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 | $13,822 | $91,762-84.9% | $67,502-79.5% | $77,643-82.2% |
| Participation rate | 43.9% | 75.9%-32.0pp | 72.9%-29.0pp | 70.6%-26.7pp |
| Annual return | 23.29% | 14.87%+8.4pp | 3512.12%-3488.8pp | 31.24%-7.9pp |
| Employer contribution / active EE | $1,050 | $3,181-67.0% | $2,731-61.5% | $2,726-61.5% |
| Participant deferral / active EE | $1,654 | $3,903-57.6% | $4,000-58.7% | $4,647-64.4% |
| Admin fee / account holder | $15 | $176-91.7% | $3,998-99.6% | $430-96.6% |