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 | $31,536 | $107,459-70.7% | $135,903-76.8% | $80,160-60.7% |
| Participation rate | 3.9% | 78.0%-74.2pp | 81.9%-78.0pp | 72.9%-69.0pp |
| Annual return | 21.81% | 91.91%-70.1pp | 68.23%-46.4pp | 40.38%-18.6pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $511 | $8,195-93.8% | $7,758-93.4% | $5,017-89.8% |
| Admin fee / account holder | $222 | $127+74.9% | $10,762-97.9% | $145+53.1% |