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.
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 | $12,006 | $55,636-78.4% | $81,983-85.4% | $73,488-83.7% |
| Participation rate | 52.4% | 62.3%-9.9pp | 69.2%-16.9pp | 70.7%-18.3pp |
| Annual return | 14.35% | 19.07%-4.7pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,088 | $2,762-24.4% | $3,722-43.9% | $3,740-44.2% |
| Admin fee / account holder | $90 | $493-81.7% | $5,664-98.4% | $513-82.4% |