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 6-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.
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 | $11,782 | $66,124-82.2% | $90,404-87.0% | $73,488-84.0% |
| Participation rate | 46.1% | 69.7%-23.6pp | 72.7%-26.6pp | 70.7%-24.6pp |
| Annual return | 0.00% | 17.65%-17.7pp | 1293.02%-1293.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $588 | $2,346-75.0% | $3,262-82.0% | $2,270-74.1% |
| Participant deferral / active EE | $3,526 | $3,039+16.0% | $3,963-11.0% | $3,740-5.7% |
| Admin fee / account holder | $2 | $396-99.5% | $5,611-100.0% | $513-99.6% |